Chris C. Stevens

Nashville, TN 37219-1876

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CRD#: 3113257

Professional summary

Chris Clark Stevens, who also goes by Christopher Clark Stevens, was a registered financial advisor .

Chris is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Chris had worked at 4 firms and has passed the Series 66 and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

Christopher Clark Stevens

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)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

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

None

Experience

Current

July 23, 2026 - Present

Office #1: 501 Union St Ste 545 Pmb 162854, Nashville, TN 37219-1876

Nashville, TN

Past

September 11, 2025 - January 20, 2026

CAPWEALTH ADVISORS, LLC

RIA

CRD#: 148781

FRANKLIN, TN

Past

September 9, 2025 - September 10, 2025

CAPWEALTH ADVISORS, LLC

RIA

CRD#: 148781

FRANKLIN, TN

Past

August 21, 2003 - November 25, 2003

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

ATLANTA , GA

Past

August 15, 2003 - November 25, 2003

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

October 29, 1998 - July 14, 2003

MORGAN KEEGAN & COMPANY, LLC

CRD#: 4161

MEMPHIS, TN

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

Georgia
(7/23/2026)

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 66

Date: 12/18/1998

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 10/28/1998

General Securities Representative Examination

Current firm

No current employment

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.

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Chris C. Stevens

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

CAPWEALTH ADVISORS, LLC

CAPWEALTH ADVISORS, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MORGAN KEEGAN & COMPANY, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/18/1998

Series 7

Date: 10/28/1998

Current firm

No current employment

Red Flags

Company Information

No current employment

TRUST BUT VERIFY

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