Richard W. Stevens
Professional summary
Richard Walter Stevens, who also goes by Richard W Stevens, is a registered financial advisor currently at MILL CREEK CAPITAL ADVISORS, LLC located in Conshohocken, Pennsylvania.
Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Richard has worked at 3 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Richard Walter Stevens's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 29, 2010 - Present
MILL CREEK CAPITAL ADVISORS, LLC
Office #1: 161 Washington Street Suite 1500, Conshohocken, PA 19428February 20, 2002 - June 2, 2009
HIRTLE, CALLAGHAN & CO., LLC
May 19, 1997 - January 8, 2002
VANGUARD MARKETING CORPORATION
Primary Firm SEC Registration
MILL CREEK CAPITAL ADVISORS, LLC
CRD#: 141470 / SEC#: 801-67173
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/29/2010)
Exams
Current Firm
MILL CREEK CAPITAL ADVISORS, LLC
CRD#: 141470 / SEC#: 801-67173
Contact information
SEC notice filing (14 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,260 |
| AUM (Assets Under Management) | $ 9,169,595,643 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/30/2025 |
Red Flags
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