Andrew Stevens, financial advisor Sterling VA
93 score

Andrew Stevens

CRD Number: 4521515
Current Firm: Suntrust Investment Services, Inc.

Andrew Stevens (CRD# 4521515) is an Investment Advisor Representative working at Suntrust Investment Services, Inc. in Sterling, VA and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Suntrust Bank Vienna, VA Jan 2013 - Current 3
Suntrust Investment Services, Inc. Atlanta, GA Jan 2013 - Current 3
Suntrust Investment Services, Inc. Atlanta, GA May 2011 - Jan 2013 1
Sun Trust Bank Orlando, FL Feb 2011 - Jan 2013 1
Wachovia Bank, N.a. Mclean, VA May 2008 - Jan 2011 2
Wachovia Securities, LLC Mclean, VA May 2008 - Jan 2011 2
Chase Investment Services Corp. Chicago, IL Jul 2005 - May 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2013
S63 Uniform Securities State Law Examination Feb 2005
Contact Info for Andrew B. Stevens
Phone Number: 404-813-8981
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    10,443
    MILLIONS
  • Total Number of Accounts
    26,841
    ACCOUNTS
  • Average Account Value
    $389,077
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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