Stuart Stevens, financial advisor Middlebury VT
90 score

Stuart Stevens

CRD Number: 5929103
Current Firm: Capital Cities Investments

Stuart Stevens (CRD# 5929103) is an Investment Advisor Representative working at Capital Cities Investments in Middlebury, VT and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Capital Cities Investments Indianapolis, IN Apr 2013 - Current 5
Community Investment Counselors Middlebury, VT Apr 2013 - Current 5
Vermont Precision Stone, Inc. So. Burlington, VT Nov 2011 - Current 6
Capital Cities Investments Indianapolis, IN May 2011 - Current 6
Adecco So. Burlington, VT Jan 2011 - Current 7
Country Home Prod. Vergennes, VT Feb 2010 - Dec 2010 < 1
Harrington's In Vt. Richmond, VT Oct 2009 - Feb 2010 < 1
Kwiniaska Golf Club Shelburne, VT Mar 1994 - Sep 2009 15
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2013
Contact Info for Stuart D. Stevens
Phone Number: 317-475-4500
Registered State(s):
  • VT
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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