Vernon
Stewart

Strathmore Capital Advisors

CRD#7758161
Investment Advisor
in Charlotte, NC

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Vernon Stewart is a financial advisor based in Charlotte, North Carolina, working with Strathmore Capital Advisors. Vernon has previously held positions at New York Life, Ecu Health, Nc State Employees Credit Union, Godwin Manufacturing Company, Duke University, Greenville Country Club, East Carolina University, Nc State University, Strathmore Capital Advisors, Campbell University, and Duke University And Health System. Vernon has passed the Series 65 regulatory exam and is registered to provide services in North Carolina and South Carolina. Currently, Vernon is part of Strathmore Capital Advisors, which operates out of Charlotte, North Carolina. The firm has 3 offices and 9 employees. The firm manages assets totaling $455.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Strathmore Capital Advisors is asset-based.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

2201 South Blvd. Suite 310
Charlotte, NC 28203

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Strathmore Capital Advisors Brokerage Details

Total Assets Under Management

$455,911,264

NC Average: $3,625,019,099
Total Number of Employees

9

NC Average: 22
Total Number of Accounts

935

NC Average: 1,917
Average Account Size

$487,606

NC Average: $1,890,985

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Vernon Stewart Work History

2024 - Present (1 year)

Strathmore Capital Advisors

2023 - 2024 (1 year)

New York Life

2022 - 2022 (< 1 year)

Ecu Health

2022 - 2022 (< 1 year)

Greenville Country Club

2020 - 2023 (3 years)

East Carolina University

2019 - 2021 (2 years)

Nc State Employees Credit Union

2019 - 2019 (< 1 year)

Godwin Manufacturing Company

2018 - 2018 (< 1 year)

Duke University

2018 - 2019 (1 year)

Duke University And Health System

2017 - 2017 (< 1 year)

Nc State University

2016 - 2017 (1 year)

Campbell University

2015 - 2016 (1 year)

Godwin Manufacturing Company

Disclosures

Please visit the SEC profile of Vernon Stewart to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Strathmore Capital Advisors

Vernon Stewart
Charlotte, NC
Edward Stroman
Charlotte, NC
Robert Kernodle
Charlotte, NC
William Kernodle
Charlotte, NC
Zachary Huneycutt
Charlotte, NC
John Kernodle
Charlotte, NC
Carla Steele
Statesville, NC

The data in this profile was pulled by SmartAsset on 6/4/2025. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started