Stuart
Stevens
Capital Cities Investments
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About this Advisor
Stuart Stevens is a financial advisor based in Middlebury, Vermont, working with Capital Cities Investments. Stuart has previously held positions at Adecco, Capital Cities Investments, Vermont Precision Stone, Inc, and Community Investment Counselors. Stuart has passed the Series 65 regulatory exam and is registered to provide services in Texas and Vermont. Currently, Stuart is part of Capital Cities Investments, which operates out of Middlebury, Vermont. The firm has 5 offices and 25 employees. The firm manages assets totaling $270.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Capital Cities Investments includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Capital Cities Investments Brokerage Details
$270,546,761
25
1,547
$174,885
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Stuart Stevens Work History
Capital Cities Investments
Community Investment Counselors
Adecco
Capital Cities Investments
Vermont Precision Stone, Inc
Disclosures
Please visit the SEC profile of Stuart Stevens 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 Capital Cities Investments
Middlebury, VT
Middlebury, VT
Indianapolis, IN
Middlebury, VT
Englewood, CO
Middlebury, VT
Indianapolis, IN
Indianapolis, IN
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