Elise C. Stevenson

CLEARVUE ADVISORS LLC

MILTON, MA

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CRD#: 3032389

Professional summary

Elise Catherine Stevenson, CFP®, who also goes by Elise Stevenson, is a registered financial advisor currently at CLEARVUE ADVISORS LLC located in Milton, Massachusetts.

Elise is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Elise has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

What are your service offerings?

Comprehensive Financial Planni...

Employee and Employer Plan Ben...

Tax Planning

Retirement Planning

Education Planning

Insurance Planning

Estate Planning

Life Transitions

Investment Planning

Do you have an area of expertise or specialization?

College/Education Planning

ExPat and Cross Border Issues

Generation X

Investment Advice with Ongoing...

Investment Advice without Ongo...

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

Elise Stevenson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elise Catherine Stevenson's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2000

Experience

Current

August 17, 2005 - Present

CLEARVUE ADVISORS LLC

RIA

CRD#: 136600

MILTON, MA

Past

April 26, 2005 - November 16, 2005

TOFIAS FINANCIAL ADVISORS LP

RIA

CRD#: 105025

CAMBRIDGE, MA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(8/17/2005)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/7/1998

Uniform Investment Adviser Law Examination

Current Firm

CLEARVUE ADVISORS LLC

CRD#: 136600 / SEC#:

Massachusetts

Registered Investment Advisory firm - (8/16/2005 Approved)

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Contact information

Main Address

Milton, MA

Mailing Address

Phone number

(617) 696-0140

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	43
AUM (Assets Under Management)	$ 44,978,541

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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Elise C. Stevenson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elise Catherine Stevenson's CRS (Customer Relationship Summary).

Certified licenses

Experience

CLEARVUE ADVISORS LLC

TOFIAS FINANCIAL ADVISORS LP

State Registrations and Notice Filings

Exams

Series 65

Date: 3/7/1998

Current Firm

CLEARVUE ADVISORS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CLEARVUE ADVISORS LLC

TRUST BUT VERIFY

Contact information

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