Daniel Stewart has been President/Chief Compliance Officer/Chief Executive Officer of Revere Asset Management since January 2010, is a control person of the firm and directly owns between 50% and 75% of it. Daniel Stewart studied at The University of Texas.
Revere Asset Management, Inc. is an Allen, TX firm with $408M under management, 501 clients and 5 advisers in one office, as of its February 2026 filing.
Dan Stewart is President and Chief Compliance Officer of Revere Asset Management. He has been providing financial services and portfolio management for over twenty-five years. He joined NorAm Capital in 2010 to create and manage its Private Wealth Management firm, which he later bought and renamed Revere Asset Management.
Daniel Stewart’s longest registration is the current one, 16 years at Revere Asset Management since 2010. Before joining Revere Asset Management in 2010, Daniel Stewart was registered through Daniel Frishberg Financial Services, Inc.
- Daniel Frishberg Financial Services, Inc.– · 3 yearsSan Antonio, TX · Adviser representative · Firm CRD 109248
Professional designations
Listed by Revere Asset Management
- Chartered Financial Analyst (CFA®)
Investment adviser representative registrations
Daniel Stewart is registered as an investment adviser representative in Texas, since February 2010.
- TexasSince 17 February 2010
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 6 July 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 31 August 1995 |
| Series 7 | General Securities Representative Examination | 21 August 1995 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Daniel Martin Stewart
- CRD
- 2649504
- Firm
- Revere Asset Management · CRD 152881
- Role
- President/Chief Compliance Officer/Chief Executive Officer
- Office
- 825 WATTERS CREEK BLVD, SUITE 385, Allen, TX 75013
- Registration
- Investment adviser registration
- In the industry since
- July 2002
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- revereasset.com
Where does Daniel Stewart work?
Daniel Stewart has been President/Chief Compliance Officer/Chief Executive Officer of Revere Asset Management, Inc. since January 2010, and is a control person of the firm.
Is Daniel Stewart a financial advisor?
Yes. Daniel Stewart has a current investment-adviser registration in Texas, through Revere Asset Management since February 2010.
How many years of experience does Daniel Stewart have?
Daniel Stewart has 24 years in the financial industry, since July 2002, across 2 adviser firms.
What exams has Daniel Stewart passed?
Daniel Stewart has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in August 1995.
Where did Daniel Stewart work before Revere Asset Management?
Before Revere Asset Management, Daniel Stewart was registered through Daniel Frishberg Financial Services, Inc., August 2006 to January 2010.
Where is Daniel Stewart based?
Daniel Stewart’s registered office is in Allen, TX.
Is Daniel Stewart registered with FINRA?
No. Daniel Stewart has no current broker registration.
Is Daniel Stewart a CFA charterholder?
Revere Asset Management lists Daniel Stewart with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify Daniel Stewart’s record?
Search CRD 2649504 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Daniel Stewart’s full registration record.
