EDUCATIONAL CONTENT
Insights
Educational articles on wealth management, tax planning, and financial strategy for athletes, entertainers, and professionals.
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Latest from This Section
Five Common 1099 Tax Planning Gaps for Athletes & Entertainers
An educational overview of five common 1099 tax planning gaps that affect athletes and entertainers, with an illustrative take-home calculator.
Fiduciary vs. Broker vs. Dually Licensed Advisor
A plain-English comparison of fiduciary advisers, stockbrokers, and dually licensed advisors, plus a framework for choosing which you actually need.
Compliance Notice
Charles Stewart III is a registered representative and investment adviser representative of Pinnacle Investments, LLC, Member FINRA/SIPC and a registered investment adviser. All content on this page is for informational purposes only and does not constitute investment, tax, or legal advice. Investing involves risk, including possible loss of principal. Verify the registration status of any financial professional at brokercheck.finra.org. CRD #7951901.
Last reviewed: April 15, 2026 — Charles Stewart III, RR/IAR, Pinnacle Investments, LLC.