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Sasha Stewart

Investment adviser representative at Astoria Strategic Wealth in Johnson City, TN

Investment adviser registrationUpdated

Sasha Stewart is an investment adviser representative at Astoria Strategic Wealth, Inc., an investment adviser managing $483M, and works from its Johnson City, TN office. Sasha Stewart has been registered through Astoria Strategic Wealth since 6 October 2026 and has 5 years in the industry across 4 firms.

5
Years in industry
0
Years at firm
4
Adviser firms
2
States registered

From the IAPD record, checked 23 October 2026SEC record

Career

Sasha Stewart has been an investment adviser representative at Astoria Strategic Wealth since October 2026, and is not listed among the firm’s executive officers or direct owners.

Astoria Strategic Wealth, Inc. is a firm with $483M under management, 177 clients and 7 advisers across 7 offices, as of its July 2026 filing.

Sasha Stewart’s longest registration was 3 years at Marmo Financial Group, LLC (2023–2026). Before joining Astoria Strategic Wealth in 2026, Sasha Stewart was registered through Marmo Financial Group, LLC and Worthwhile Wealth Council.

  1. – present · under a year
    Johnson City, TN · Adviser representative · Firm CRD 113510
  2. Cetera Planning PartnersAlso current
    – present · under a year
    Johnson City, TN · Adviser representative · Firm CRD 129625
  3. Marmo Financial Group, LLC
    – · 3 years
    Johnson City, TN · Adviser representative · Firm CRD 143816
  4. Worthwhile Wealth Council
    – · 1 year
    Johnson City, TN · Adviser representative · Firm CRD 126918

Credentials and registrations

Investment adviser representative registrations

Sasha Stewart is registered as an investment adviser representative in 2 states. The first approvals date from May 2026; the most recent is Texas, in October 2026.

  • TennesseeSince 4 May 2026
  • TexasSince 6 October 2026

Examinations

No examinations are on Sasha Stewart’s record.

Key facts

CRD
7364311
Firm
Astoria Strategic Wealth · CRD 113510
Office
Johnson City, TN
Registration
Investment adviser registration
In the industry since
July 2021
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Sasha Stewart work?

Sasha Stewart is an investment adviser representative registered through Astoria Strategic Wealth, Inc. since October 2026, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 23 October 2026

Is Sasha Stewart a financial advisor?

Yes. Sasha Stewart has a current investment-adviser registration in Tennessee and Texas, through Astoria Strategic Wealth since October 2026.

Source: IAPD individual record, checked 23 October 2026

How many years of experience does Sasha Stewart have?

Sasha Stewart has 5 years in the financial industry, since July 2021, across 4 adviser firms.

Source: IAPD individual record, checked 23 October 2026

Where did Sasha Stewart work before Astoria Strategic Wealth?

Before Astoria Strategic Wealth, Sasha Stewart was registered through Marmo Financial Group, LLC, January 2023 to May 2026; Worthwhile Wealth Council, May 2021 to November 2022.

Source: IAPD individual record, checked 23 October 2026

Where is Sasha Stewart based?

Sasha Stewart’s registered office is in Johnson City, TN.

Source: IAPD individual record, checked 23 October 2026

Is Sasha Stewart registered with FINRA?

No. Sasha Stewart has no current broker registration.

Source: IAPD individual record, checked 23 October 2026

How can I verify Sasha Stewart’s record?

Search CRD 7364311 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Sasha Stewart’s full registration record.

Source: IAPD individual record, checked 23 October 2026

Leadership at Astoria Strategic Wealth

Sources

  1. IAPD individual record, CRD 7364311, checked 23 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Astoria Strategic Wealth, Inc., filed 23 July 2026. Executive officers and direct owners; this person is not among them.