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ES

Elise C. Stevenson

CLEARVUE ADVISORS
MILTON, MA
Some features on this profile are disabled
CRD#: 3032389
ES

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.

Core Areas of Focus

College/Education Planning
ExPat and Cross Border Issues
Generation X
Investment Advice with Ongoing Management
Investment Advice without Ongoing Management

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
What is your minimum asset requirement?
1
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)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/7/1998
Uniform Investment Adviser Law Examination

Current Firm

CA
CLEARVUE ADVISORS LLC
CLEARVUE ADVISORS LLC

CRD#: 136600 / SEC#:

Massachusetts
Registered Investment Advisory firm - (8/16/2005 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
Milton, MA
Mailing Address
Phone number
(617) 696-0140
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts43
AUM (Assets Under Management)$ 44,978,541

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Company Information

CLEARVUE ADVISORS LLC

CRD#: 136600Milton, MA

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Contact information

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