Vice President and Secretary · Benefit Financial Services Group
Darren R. Stewart
CRD 5178972 · Named on Form ADV at one SEC-registered adviser
At a glance
Benefit Financial Services Group, an SEC-registered wealth manager based in Irvine, CA with $1.5 billion in regulatory assets, lists Darren R. Stewart on its Form ADV as Vice President and Secretary, a control person.
Firms and roles
- Benefit Financial Services GroupVice President and SecretaryWealth manager · Irvine, CA · $1.5B in regulatory assets
AtlasMembers
Darren’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (7)
- John C. CampbellCo-President, Benefit Financial Services Group
- Patrick D. PowersCo-President, Benefit Financial Services Group
- Michael A. AllbeeVice President and Chief Compliance Officer, Benefit Financial Services Group
- Christopher S. RoweyVice President, Benefit Financial Services Group
- Grace LauCo-President, Benefit Financial Services Group
2 more people named with Darren on the same filings, with titles and firms. Free in Atlas with a free account.
See all 7 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Darren’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.