<

About Us

Your choice for Financial Services

Robert W. Stewart Jr. RFC©

Founder, President & CEO


Robert W. Stewart Jr. RFC® - is the Founder, President, and CEO of Stewart Financial Management Inc. (SFM). He started his career in the financial services sector as a Registered Representative on Wall Street, NYC in 1993. During the past 21 years, Robert has diligently worked with and serviced a diverse and ever-growing group of individual and business investors. He has navigated clients though volatile and turbulent markets, and earned a reputation for honesty, integrity, and commitment among his peers and clients.

Robert has managed branches and office operations on Wall Street and on 3rd Avenue, New York City, as well as in Iselin, Rutherford and Park Ridge New Jersey. As a branch manager, Robert supervised the operations of Registered Representatives and ensured the enforcement of strict regulatory, legal, and ethical code of conduct. While employed as a branch manager, Robert continued servicing and catering to his existing client base. In this capacity, Robert was able to lead by example ensuring professional values while continuing to do what he professionally values most.

Robert’s dedication to his clients, in conjunction with his desire to provide a wider and greater quality of services to his clients investment needs, led him to establish Stewart Financial Management Inc. in 2006. Robert, with his wife Dawn, and their three children reside in Park Ridge, New Jersey. Robert and his family are very involved in their local community and church. Robert also enjoys reading, golf, skiing, baseball and coaching. Robert was a two-time College All-Conference, All-State and All-Academic Team baseball player at Virginia Wesleyan College. He currently coaches youth baseball, softball and soccer in Park Ridge, NJ.

Designations and Degrees:

  • Registered Financial Consultant Designation (RFC ®)
  • General Securities Representative License (Series 7)
  • Uniformed State Law License (Series 63)
  • General Securities Principals License (Series 24)
  • Uniform Investment Advisor License (Series 65)
  • New Jersey Life and Health Insurance License
  • BA in Business Management from Virginia Wesleyan College 1993

Professional Affiliations & Memberships:

  • International Association of Registered Financial Consultants (IARFC)
  • Employers Association of New Jersey (EANJ)

Canvas Logo

Office:
5 Spring Valley Road
Park Ridge, NJ 07656
(201) 690-6073
(201) 690-6074
rstewart@stewartfm.com

 

Free Portfolio Assessment


Portfolio Assessment

Schedule an appointment for a free portfolio assessment and review or to learn more about Stewart Financial Management Inc. and the services provided.

 

Broker Check