Bradley R. Stevens
Professional summary
Bradley Ryan Stevens, CPWA®, who also goes by Brad Stevens, is a registered financial advisor currently at KNIGHT FAMILY WEALTH located in Naples, Florida.
Bradley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Bradley has worked at 4 firms and has passed the Series 65, Series 63 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Bradley Ryan Stevens's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2021-05-28
Expire date: 2023-03-31
Experience
August 20, 2020 - Present
KNIGHT FAMILY WEALTH
March 29, 2016 - October 6, 2020
INVST, LLC
February 17, 2016 - December 31, 2019
RELIANCE WEALTH & TRUST PARTNERS, LLC
October 26, 2012 - January 22, 2014
PRINCIPAL SECURITIES, INC.
August 28, 2012 - January 22, 2014
PRINCIPAL SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/20/2020)
Exams
Current Firm
KNIGHT FAMILY WEALTH
CRD#: 309475 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 166 |
| AUM (Assets Under Management) | $ 94,924,152 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/30/2025 | ||
| 01/31/2025 | ||
| 10/27/2023 |
Red Flags
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