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Advisors / California / Burbank
32yrs

Stuart Ng

Financial advisor at D.A. Davidson & Co.

Stuart Ng has worked in the financial industry for 32 years and is a fiduciary financial advisor based in Burbank, California. After 24 years at LPL Financial, Stuart joined D.A. Davidson & Co. in 2024, a firm offering financial planning, investment management, and retirement plan consulting. Stuart holds the CFP® designation.

One of 123 advisors with offices in Burbank, and one of 115 fiduciaries.

Burbank, CACFP®Top 12% by experience in CaliforniaFiduciary advisor

At a glance

Experience32 years (since 1994)
How that compares ?Top 12% by experience in California
OfficeBurbank, CA
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$552,040
Advisors at the firm696
States licensed ?1 state

Services through D.A. Davidson & Co.

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFP®

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. Oct 2024 – now
  2. 2001 – 2024

Questions to ask Stuart

Tailored to Stuart’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Stuart

How do I contact Stuart?

Call D.A. Davidson & Co. at (406) 727-4200 and ask for Stuart Ng. Stuart works from the Burbank, CA office.

How long has Stuart been a financial advisor?

Stuart has been in the industry since 1994, about 32 years. Top 12% by experience in California.

What licenses does Stuart hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Stuart a fiduciary?

Stuart is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Stuart paid?

D.A. Davidson & Co. reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Stuart for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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