Max Stewart
Investment Adviser Representative at Simplicity Wealth
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Max Stewart is an investment adviser representative with Simplicity Wealth in Tyler, TX, where they have been registered since 2025, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Texas.
Registrations & licenses
- Investment adviser:
- Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Simplicity WealthAug 2025 – no end date reportedSummit, NJ
- M.S Wealth Management LLCAug 2025 – no end date reportedTyler, TX
- Choice Financial ServicesJul 2015 – Jul 2017Oklahoma City, OK
- Oklahoma Energy PartnersJul 2017 – May 2024Oklahoma City, OK
- Bushwood Golf and Country Club, LLCAug 2018 – Dec 2020Chickasha, OK
- Kapalua Golf and Tennis ClubFeb 2022 – Jun 2022Lahaina, HI
- Texas Energy Alliance, LLCJun 2024 – no end date reportedTyler, TX
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Simplicity Wealth
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 198
- Offices listed on AdvisorFinder:
- 48
- Main office:
- Summit, NJ
- SEC file number:
- 801-114798
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 8, 2026
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Max Stewart has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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