Stewart Spears

Financial advisor at Charles Schwab & Co., Inc. · Orlando, FL

Last updated 2026-10-10

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Stewart Spears is a financial advisor at Charles Schwab & Co., Inc. in Orlando, FL, CRD 8041202. Licenses and exams on the registration: Series 65, Series 63. IAPD registration began 2026-07-07.

Registration

CRD number
8041202
Registration status
Active
IAPD registration
2026-07-07
Industry Experience
0 years
Work Experience
11 years
States registered
FL

Licenses and exams

  • Series 65
  • Series 63

Work history

  • 2025-03 to Present · Charles Schwab & Co · Orlando, FL
  • 2019-03 to 2025-10 · Universal's Cabana Bay Beach Resort · Orlando, FL
  • 2018-08 to 2019-05 · La Fitness · Orlando, FL
  • 2018-01 to 2018-08 · Ethos Vegan Kitchen · Winter Park, FL
  • 2015-08 to 2017-12 · Gold's Gym · Los Angeles, CA

Current employment

SEC IAPD record for Stewart Spears

Charles Schwab & Co., Inc.

Registered advisors
6,791
Offices
867
Clients per advisor
0.0 (Low)

Charles Schwab & Co., Inc.: advisors, services and reported ETF investments

About

Stewart Spears is a financial advisor at Charles Schwab & Co., Inc. in Orlando, FL. Reported securities licenses include Series 65 and Series 63. The latest record indicates less than 1 year of industry experience and 11 years of reported work history. Reported roles include Charles Schwab & Co, Universal's Cabana Bay Beach Resort, La Fitness, Ethos Vegan Kitchen.

Charles Schwab & Co., Inc.'s firm-level Form ADV reports 6,791 advisors across 867 offices; services including Financial Planning Services, Selection of Other Advisers, Other Advisory Service.

What this firm offers

Filed by Charles Schwab & Co., Inc. on Form ADV.

Client services

  • Financial Planning Services
  • Selection of Other Advisers
  • Other Advisory Service

Fee options

  • Fixed Fees (Other Than Subscription)
  • Other

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Insurance Broker or Agent
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Commodity Pool Operator or CTA
  • Futures Commission Merchant
  • Banking or Thrift Institution
  • Trust Company
  • Insurance Company or Agency
  • Pension Consultant
  • Sponsor or GP of Pooled Investment Vehicl

Location

1958/1950/1991/2001 Summit Park Dr., Orlando, FL 32810

209 advisors at this office.

Charles Schwab & office in Orlando, FL

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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