Stuart
Stevens

Capital Cities Investments

CRD#5929103
Investment Advisor
in Middlebury, VT

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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

Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

63 Maple Street Unit 25
Middlebury, VT 05753

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Capital Cities Investments Brokerage Details

Total Assets Under Management

$270,546,761

VT Average: $1,347,246,178
Total Number of Employees

25

VT Average: 46
Total Number of Accounts

1,547

VT Average: 1,775
Average Account Size

$174,885

VT Average: $759,012

Investment Advisory Services

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

Stuart Stevens Work History

2013 - Present (11 years)

Capital Cities Investments

2013 - Present (11 years)

Community Investment Counselors

2011 - Present (13 years)

Adecco

2011 - Present (13 years)

Capital Cities Investments

2011 - Present (13 years)

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

George Mitchell
Middlebury, VT
Stuart Stevens
Middlebury, VT
Benjamin Beverly
Indianapolis, IN
Robert Fjeld
Middlebury, VT
Whitney Smith
Englewood, CO
Jacob Haigh
Middlebury, VT
Donald Morley
Indianapolis, IN
Amanda Black
Indianapolis, IN

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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