Melissa J Stewart
Investment Adviser Representative at Dynamic
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Melissa J. Stewart is an investment adviser representative with Dynamic in Grand Rapids, MI, where they have been registered since 2021. They have worked in the securities industry since 2006 and have been registered with 3 firms, including Raymond James & Associates, Inc. and Oppenheimer & Co. Inc. They have passed 6 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 9 (options sales supervisor). They are registered to provide investment advice in Michigan.
Registrations & licenses
- Investment adviser:
- Michigan
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.
- Raymond James & AssociatesJan 2011 – Jul 2021Grand Rapids, MI
- DYNAMIC WEALTH ADVISORS dba CLEARVISTA ADVISORSJul 2021 – no end date reportedPhoenix, AZ
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Dynamic
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
- Other
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
Customized financial planning, investment and wealth management with fully customizable portfolios, financial and retirement planning, proactive tax planning, and life insurance and long-term care solutions.
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 78
- Offices listed on AdvisorFinder:
- 38
- Main office:
- Phoenix, AZ
- SEC file number:
- 801-72203
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 17, 2026
View full firm profileOther advisors at Dynamic
Showing 12 of 78 in the directory
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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. Melissa J 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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