Gregory Stewart
Two West Capital Advisors · Elmira, New York
Gregory Stewart is a fee-only financial advisor at Two West Capital Advisors in Elmira, New York, who holds the CFP and ChFC credentials. Two West Capital Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Two West Capital Advisors |
|---|---|
| Based in | Elmira, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $3.89B across 650 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in KS, NY · CRD 1582913 |
| Exams passed | Series 63 (1986) · Series 65 (2003) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | goalpathsoluctions.com |
How Gregory's firm compares
- Two West Capital Advisors's average account is about $6.0 million, from its Form ADV (assets managed divided by 650 accounts).
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Questions about Gregory
Is Gregory Stewart a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gregory holds no broker registration, and Two West Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Gregory charge for financial advice?
Gregory's firm, Two West Capital Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Gregory Stewart based?
Gregory Stewart is based in Elmira, New York.
What credentials does Gregory Stewart hold?
Gregory Stewart holds the CFP and ChFC credentials.
Is Gregory Stewart registered with the SEC?
Yes. Gregory Stewart is registered as an investment adviser representative in KS and NY (CRD 1582913), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Two West Capital Advisors manage?
Two West Capital Advisors reports $3.89B across 650 accounts in assets under management.
How do I contact Gregory Stewart?
Through Gregory's website, goalpathsoluctions.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in New York
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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