Nicholas Dana Stevens
CFP®Professional Summary
Nicholas Dana Stevens, CFP®, who also goes by Nicholas D Stevens, Nicholas Stevens, Nick D Stevens, Nick Stevens, is a registered financial advisor currently at EVERGREEN WEALTH MANAGEMENT located in Boston, Massachusetts. Nicholas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Nicholas has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Nicholas D Stevens, Nicholas Stevens, Nick D Stevens, Nick Stevens
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Videos & Posts
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
20 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
EVERGREEN RETIREMENT PLANNING | EVERGREEN WEALTH MANAGEMENT LLC | EVERGREEN WEALTH MANAGEMENT
Contact Information
Main Address
399 Boylston St 6th Floor, Boston, MA 02116Mailing Address
Po Box 170069, Boston, MA 02117Phone Number
(978) 495-6848# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
124AUM (Assets Under Management)
$62,526,433Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(1/4/2022)
(7/8/2021)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Nicholas Dana Stevens's CRS (Customer Relationship Summary).
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