Bradley R. Stevens

KNIGHT FAMILY WEALTH

Naples, FL 34108

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CRD#: 6107021

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

Are you a "fiduciary"?

Yes

Aliases

Brad 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.

1. PROPERTY & CASUALTY INSURANCE. SELLING P&C INSURANCE THROUGH VARIOUS CARRIERS. EFFECTIVE DATE - 1/4/2013. 2. INDEPENDENT INSURANCE AGENT. SELLING FIXED LIFE INSURANCE AND HEALTH INSURANCE THROUGH VARIOUS CARRIERS. EFFECTIVE DATE - 1/4/2013. 3. BRS CAPITAL HOLDINGS, LLC - A HOLDING COMPANY FOR VARIOUS INVESTMENTS AS A PASSIVE INVESTOR. EFFECTIVE DATE - 1/26/2017 4. SJ BRS HOLDINGS, LLC - A HOLDING COMPANY FOR VARIOUS INVESTMENTS AS A PASSIVE INVESTOR. EFFECTIVE DATE - 8/27/2018 5. KFW CAPITAL HOLDINGS, LLC - AN ENTITY CREATED FOR TAX PURPOSES. EFFECTIVE DATE - 10/29/2019

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradley Ryan Stevens'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®

CPWA^®

Certified Private Wealth Advisor

Start date: 2021-05-28

Expire date: 2023-03-31

Experience

Current

August 20, 2020 - Present

KNIGHT FAMILY WEALTH

Office #1: 999 Vanderbilt Beach Road Road #707, Naples, FL 34108

RIA

CRD#: 309475

Naples, FL

Past

March 29, 2016 - October 6, 2020

INVST, LLC

RIA

CRD#: 282863

Naples, FL

Past

February 17, 2016 - December 31, 2019

RELIANCE WEALTH & TRUST PARTNERS, LLC

RIA

CRD#: 149354

LUTZ, FL

Past

October 26, 2012 - January 22, 2014

PRINCIPAL SECURITIES, INC.

RIA

CRD#: 1137

DOWNERS GROVE, IL

Past

August 28, 2012 - January 22, 2014

PRINCIPAL SECURITIES, INC.

CRD#: 1137

DOWNERS GROVE, IL

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

Florida
(8/20/2020)

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 65

Date: 10/16/2012

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/21/2012

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 8/27/2012

Investment Company Products/Variable Contracts Representative Examination

Current Firm

KNIGHT FAMILY WEALTH

KNIGHT FAMILY WEALTH | KNIGHT FAMILY WEALTH, LLC

CRD#: 309475 / SEC#:

Florida

Registered Investment Advisory firm - (8/20/2020 Approved)

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Contact information

Main Address

999 Vanderbilt Beach Road Road #707, Naples, FL 34108

Mailing Address

12191 W. Linebaugh Avenue Suite 769, Tampa, FL 33626

Phone number

(239) 300-2005

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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	Cover Page	Report
01/31/2025	Cover Page	Report
10/27/2023	Cover Page	Report

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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Bradley R. Stevens

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

KNIGHT FAMILY WEALTH

INVST, LLC

RELIANCE WEALTH & TRUST PARTNERS, LLC

PRINCIPAL SECURITIES, INC.

PRINCIPAL SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 10/16/2012

Series 63

Date: 8/21/2012

Series 6

Date: 8/27/2012

Current Firm

KNIGHT FAMILY WEALTH

Contact information

Documents

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

KNIGHT FAMILY WEALTH

TRUST BUT VERIFY

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