Blaise Stevens

STRATEGIC ADVISORY PARTNERS

GREENSBORO, NC 27455

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CRD#: 5519296

Professional summary

Blaise Stevens, CFP®, ChFC®, CLU® is a registered financial advisor currently at STRATEGIC ADVISORY PARTNERS located in Greensboro, North Carolina.

Blaise is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Blaise has worked at 4 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

What are your service offerings?

Comprehensive Financial Planni...

Business Succession Planning

Retirement Planning

Employee and Employer Plan Ben...

Estate Planning

Insurance Planning

Budgeting

Tax Planning

Investment Planning

Do you have an area of expertise or specialization?

Alternative or Private Investm...

AUM

Baby Boomers

Business Owners

Cash Flow/Budgets/Credit Issue...

Charitable Giving

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

None

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.

Blaise Stevens is an Adjunct Instructor at Elon University. This activity accounts for less than 5% of his time during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Blaise Stevens's CRS (Customer Relationship Summary).

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: 2011

ChFC^®

Chartered Financial Consultant

CLU^®

Chartered Life Underwriter

Experience

Current

August 18, 2021 - Present

STRATEGIC ADVISORY PARTNERS

Office #1: 3819 Lawndale Drive, Greensboro, NC 27455

RIA

CRD#: 314842

GREENSBORO, NC

Past

July 6, 2018 - June 14, 2021

SPARTAN PLANNING GROUP

RIA

CRD#: 166599

GREENSBORO, NC

Past

May 28, 2014 - July 9, 2018

PRUCO SECURITIES, LLC.

RIA

CRD#: 5685

CHARLOTTE, NC

Past

May 19, 2014 - July 9, 2018

PRUCO SECURITIES, LLC.

CRD#: 5685

CHARLOTTE, NC

Past

May 30, 2008 - June 9, 2014

PRINCIPAL SECURITIES, INC.

RIA

CRD#: 1137

CHARLOTTE, NC

Past

April 28, 2008 - June 9, 2014

PRINCIPAL SECURITIES, INC.

CRD#: 1137

CHARLOTTE, NC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

STRATEGIC ADVISORY PARTNERS

STRATEGIC ADVISORY PARTNERS | STRATEGIC ADVISORY PARTNERS, LLC

CRD#: 314842 / SEC#: 801-134091

RIA

Registered Investment Advisory firm - (7/31/2025 Approved)

North Carolina

Registered Investment Advisory firm - (8/27/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

North Carolina
(8/18/2021)

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

State Security Law Exam

IAR

Series 66

Date: 5/24/2008

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 7/9/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/26/2008

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/22/2013

General Securities Principal Examination

Current Firm

STRATEGIC ADVISORY PARTNERS

STRATEGIC ADVISORY PARTNERS | STRATEGIC ADVISORY PARTNERS, LLC

CRD#: 314842 / SEC#: 801-134091

RIA

Registered Investment Advisory firm - (7/31/2025 Approved)

North Carolina

Registered Investment Advisory firm - (8/27/2025 Terminated)

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Contact information

Main Address

3819 Lawndale Drive, Greensboro, NC 27455

Mailing Address

Phone number

(336) 790-2560

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WRAP FEE BROCHURE (7/2/2025)

ADV DISCLOSURE BROCHURE (7/2/2025)

Regulatory assets under management

Total Number of Accounts	709
AUM (Assets Under Management)	$ 124,263,148

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.

Contact information

(xxx) xxx-xxxx

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Blaise Stevens

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Blaise Stevens's CRS (Customer Relationship Summary).

Certified licenses

Experience

SPARTAN PLANNING GROUP

PRUCO SECURITIES, LLC.

PRUCO SECURITIES, LLC.

PRINCIPAL SECURITIES, INC.

PRINCIPAL SECURITIES, INC.

Primary Firm SEC Registration

STRATEGIC ADVISORY PARTNERS

State Registrations and Notice Filings

Exams

Series 66

Date: 5/24/2008

SIE

Date: 7/9/2018

Series 7

Date: 4/26/2008

Series 24

Date: 10/22/2013

Current Firm

STRATEGIC ADVISORY PARTNERS

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STRATEGIC ADVISORY PARTNERS

TRUST BUT VERIFY

Contact information

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