Reuben Stewart has been an investment adviser representative at Navigate Wealth Management since December 2021, and is not listed among the firm’s executive officers or direct owners. Reuben Stewart holds a Bachelor's degree in marketing management from the University of Alabama, a Law degree from Cumberland School of Law, Samford University and a Master of Law in Taxation from the University of Florida Levin College of Law.
Navigate Wealth Management, LLC is a Birmingham, AL firm with $430M under management, 274 clients and 6 advisers across 3 offices, as of its August 2026 filing.
R.F. (Ben) Stewart III is a Partner of Stonebridge Advisors, where he provides wealth management, tax and estate planning help for individuals and families. He has practiced law for over 40 years as a tax attorney, and his experience includes working with individuals and families in the design and implementation of their estate plans. He serves on the Advisory Board for Interactive Legal.
Reuben Stewart’s longest registration was 8 years at Stonebridge Advisors, LLC (2013–2022). Before joining Navigate Wealth Management in 2021, Reuben Stewart was registered through Stonebridge Advisors, LLC and CSSC Investment Advisory Services, Inc.
- – present · 4 yearsBirmingham, AL · Adviser representative · Firm CRD 173770
- Stonebridge Advisors, LLC– · 8 yearsBirmingham, AL · Adviser representative · Firm CRD 128217
- CSSC Investment Advisory Services, Inc.– · under a yearBirmingham, AL · Adviser representative · Firm CRD 108249
- Stewart, Reuben Frank III– · 2 yearsBirmingham, AL · Adviser representative · Firm CRD 128286
- Hayek Kallen Investment Management L.L.C.– · 1 yearBirmingham, AL · Adviser representative · Firm CRD 106454
- Hayek Kallen Investment Management L.L.C.– · under a yearBirmingham, AL · Adviser representative · Firm CRD 106454
- Stewart, Reuben Frank III– · 1 yearBirmingham, AL · Adviser representative · Firm CRD 128286
Professional designations
Listed by Navigate Wealth Management
- Accredited Investment Fiduciary® (AIF®)
- Certified Employee Benefit Specialist (CEBS®)
- Certified Kingdom Advisor® (CKA®)
Investment adviser representative registrations
Reuben Stewart is registered as an investment adviser representative in 2 states. The first approvals date from December 2021; the most recent is Texas, in May 2023.
- AlabamaSince 17 December 2021
- TexasSince 10 May 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 14 February 2002 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 18 February 1994 |
| Series 63 | Uniform Securities Agent State Law Examination | 21 January 1994 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Reuben Frank Stewart
- CRD
- 2416784
- Firm
- Navigate Wealth Management · CRD 173770
- Office
- 1800 PROVIDENCE PARK, SUITE 250, Birmingham, AL 35242
- Registration
- Investment adviser registration
- In the industry since
- September 2006
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- stonebridge-advisors.com
Where does Reuben Stewart work?
Reuben Stewart is an investment adviser representative registered through Navigate Wealth Management, LLC since December 2021, and is not listed among the firm’s executive officers or direct owners.
Is Reuben Stewart a financial advisor?
Yes. Reuben Stewart has a current investment-adviser registration in Alabama and Texas, through Navigate Wealth Management since December 2021.
How many years of experience does Reuben Stewart have?
Reuben Stewart has 20 years in the financial industry, since September 2006, across 5 adviser firms.
What exams has Reuben Stewart passed?
Reuben Stewart has passed 3 licensing exams: the Series 63, Series 6 and Series 65. The earliest, the Series 63, was passed in January 1994.
Where did Reuben Stewart work before Navigate Wealth Management?
Before Navigate Wealth Management, Reuben Stewart was registered through CSSC Investment Advisory Services, Inc., October 2012 to July 2013; Stewart, Reuben Frank III, July 2010 to October 2012; Hayek Kallen Investment Management L.L.C., December 2006 to July 2008; Hayek Kallen Investment Management L.L.C., June 2005 to April 2006; Stewart, Reuben Frank III, January 2004 to June 2005.
Where is Reuben Stewart based?
Reuben Stewart’s registered office is in Birmingham, AL.
Is Reuben Stewart registered with FINRA?
No. Reuben Stewart has no current broker registration.
How can I verify Reuben Stewart’s record?
Search CRD 2416784 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Reuben Stewart’s full registration record.
