Meredith Stewart has been an investment adviser representative at White Wing Wealth Management since September 2025, and is not listed among the firm’s executive officers or direct owners.
White Wing Wealth Management, LLC is a The Woodlands, TX firm with $183M under management, 151 clients and 2 advisers in one office, as of its September 2026 filing.
- – present · 1 yearThe Woodlands, TX · Adviser representative · Firm CRD 226524
Investment adviser representative registrations
Meredith Stewart is registered as an investment adviser representative in Texas, since September 2025.
- TexasSince 12 September 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 11 September 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Meredith Elyse Stewart
- CRD
- 8138321
- Firm
- White Wing Wealth Management · CRD 226524
- Office
- 10001 WOODLOCH FOREST DRIVE, SUITE 515, The Woodlands, TX 77380
- Registration
- Investment adviser registration
- In the industry since
- September 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Meredith Stewart work?
Meredith Stewart is an investment adviser representative registered through White Wing Wealth Management, LLC since September 2025, and is not listed among the firm’s executive officers or direct owners.
Is Meredith Stewart a financial advisor?
Yes. Meredith Stewart has a current investment-adviser registration in Texas, through White Wing Wealth Management since September 2025.
How many years of experience does Meredith Stewart have?
Meredith Stewart has 1 year in the financial industry, since September 2025, across 1 adviser firm.
What exams has Meredith Stewart passed?
Meredith Stewart passed the Series 65 in September 2025.
Where is Meredith Stewart based?
Meredith Stewart’s registered office is in The Woodlands, TX.
Is Meredith Stewart registered with FINRA?
No. Meredith Stewart has no current broker registration.
How can I verify Meredith Stewart’s record?
Search CRD 8138321 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Meredith Stewart’s full registration record.
