Stanley Stewart has been Founding Partner, Principal Owner, and Chief Compliance Officer of Virtus Financial Partners since October 2022, is a control person of the firm and directly owns 75% or more of it.
Virtus Financial Partners, LLC is a firm with $153M under management, 675 clients and 3 advisers in one office, as of its September 2026 filing.
Stan Stewart is Founding Partner & Financial Advisor of Virtus Financial Partners. He founded Virtus to bring personalized financial guidance to dental professionals at every stage of their career. He leads the firm's investment strategy and client relationships and has years of experience in wealth management.
Stanley Stewart’s longest registration was 12 years at Principal Securities, Inc. (2010–2022). Before joining Virtus Financial Partners in 2022, Stanley Stewart was registered through Principal Securities, Inc.
- Virtus Financial PartnersCurrent– present · 3 yearsWinter Park, FL · Adviser representative · Firm CRD 323365
- Principal Securities, Inc.– · 12 yearsMaitland, FL · Adviser representative · Firm CRD 1137
Investment adviser representative registrations
Stanley Stewart is registered as an investment adviser representative in 2 states. Each was approved in December 2022.
- FloridaSince 9 December 2022
- TexasSince 5 December 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 8 September 2010 |
| Series 65 | Uniform Investment Adviser Law Examination | 7 August 2010 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 24 March 2009 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Stanley Porter Stewart
- CRD
- 5652237
- Firm
- Virtus Financial Partners · CRD 323365
- Role
- Founding Partner, Principal Owner, and Chief Compliance Officer
- Office
- Winter Park, FL
- Registration
- Investment adviser registration
- In the industry since
- March 2009
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- virtusfinancialpartners.com
Where does Stanley Stewart work?
Stanley Stewart has been Founding Partner, Principal Owner, and Chief Compliance Officer of Virtus Financial Partners, LLC since October 2022, and is a control person of the firm.
Is Stanley Stewart a financial advisor?
Yes. Stanley Stewart has a current investment-adviser registration in Florida and Texas, through Virtus Financial Partners since December 2022.
How many years of experience does Stanley Stewart have?
Stanley Stewart has 17 years in the financial industry, since March 2009, across 2 adviser firms.
What exams has Stanley Stewart passed?
Stanley Stewart has passed 3 licensing exams: the Series 6, Series 65 and Series 63. The earliest, the Series 6, was passed in March 2009. FINRA credited Stanley Stewart with the SIE, which began in October 2018.
Where is Stanley Stewart based?
Stanley Stewart’s registered office is in Winter Park, FL.
Is Stanley Stewart registered with FINRA?
No. Stanley Stewart has no current broker registration.
How can I verify Stanley Stewart’s record?
Search CRD 5652237 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Stanley Stewart’s full registration record.