Stuart
Stevens
Capital Cities Investments
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About this Advisor
Stuart Stevens is a financial advisor based out of Middlebury, Vermont, with a total of 10 years of industry experience. Stevens is on the advisory team at Capital Cities Investments. Throughout their career, Stevens has worked at Adecco, Capital Cities Investments, Vermont Precision Stone, Inc and Community Investment Counselors. Stevens holds a Series 65 license, certifying them as an investment advisor representative, and is approved to operate in Texas and Vermont. Capital Cities Investments is a business headquartered in Indianapolis, IN. The company has offices in five locations and a total of 25 financial advisors. It oversees $212 million in total assets among its 565 client accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. The firm provides financial advisory services to one charities and foundations. Of its 565 customer accounts, just 13% are held by high-net-worth clients who have at least $1 million in assets. Capital Cities Investments offers a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors largely depend on the type of services offered. However, fees charged by Capital Cities Investments may include any combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Capital Cities Investments Brokerage Details
$211,707,355
25
565
$374,703
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Stuart Stevens Work History
Stuart has been registered as a financial advisor for 10 years.*
Capital Cities Investments
Community Investment Counselors
Adecco
Capital Cities Investments
Vermont Precision Stone, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Indianapolis, IN
Middlebury, VT
Indianapolis, IN
Middlebury, VT
Middlebury, VT
Englewood, CO
Middlebury, VT
Indianapolis, IN
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