Wedbush Adds Veteran Advisor Steve Schwary in Newport Beach

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2▲0 ▼2Impact / 5
Summary · why it matters

Wedbush announced that veteran financial advisor and portfolio manager Steve Schwary has joined its Wealth Management division as a financial advisor in Newport Beach, California. Schwary brings more than 30 years of industry experience serving individuals, families, and multi-generational clients through personalized portfolio management and comprehensive wealth planning. He previously served as First Vice President, Investments at Stifel Financial Corp, and spent over 15 years as First Vice President, Investments and Senior PIM Portfolio Manager at Wells Fargo Advisors. Schwary began his career at Smith Barney as First Vice President and Senior Portfolio Manager. He cited Wedbush's entrepreneurial culture and commitment to advisor independence as key factors in his decision to join the firm.

Impact on assets 2

Financials▼ · 2 stocks
Stifel Financial Corporation
SF
▼ NegativeCompetitionrelevance

Steve Schwary left Stifel Financial to join Wedbush, indicating a loss of a veteran advisor.

Wells Fargo & Company
WFC
▼ NegativeCompetitionrelevance

Steve Schwary left Wells Fargo to join Wedbush, indicating a loss of a veteran advisor.

Off-coverage companies 1

Wedbush Inc.Private▲ Positive
Capitalrelevance

Wedbush added a veteran advisor, strengthening its wealth management team.

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