Stephen E. Fletcher
EVOADVISERS
Richmond, VA 23230
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CRD#: 6567655
Professional summary
Stephen Elliot Fletcher, CFP® is a registered financial advisor currently at EVOADVISERS located in Richmond, Virginia.
Stephen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Stephen has worked at 3 firms and has passed the Series 65 exam.
Biography
I love to work with my clients to take their financial worries off the table, to help them research and solve whatever problems they face. Helping people and giving them peace of mind is a passion of mine.
• Strong interpersonal and analytical skills
• Detail-oriented and client-focused
I received my Master's of Business Administration in 2014
I was certified as a CFP® Professional in 2017
Question & Answer
What are your service offerings?
Retirement Planning
Insurance Planning
Tax Planning
Employee and Employer Plan Ben...
Comprehensive Financial Planni...
Estate Planning
Education Planning
Investment Planning
Small Business Planning
Do you have an area of expertise or specialization?
Business Owners
Cash Flow/Budgets/Credit Issue...
Charitable Giving
College/Education Planning
Corporate Executives
Estate & Generational Planning...
What is your minimum asset requirement?
1
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Stephen Elliot Fletcher'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®
CFP®
Start date: 2017
Experience
Current
January 26, 2022 - Present
EVOADVISERS
Office #1: 2917 West Leigh Street, Richmond, VA 23230RIA
CRD#: 149615
Richmond, VA
Past
August 23, 2016 - December 22, 2021
BLUESKY WEALTH ADVISORS, LLC
RIA
CRD#: 116760
NEW BERN, NC
Past
February 29, 2016 - August 10, 2016
AJ WEALTH
RIA
CRD#: 161950
NEW YORK, NY
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".
EVOADVISERS
AVENIR ADVISERS | LEAHY & CLAIR FINANCIAL MANAGEMENT | EVOLUTION ADVISERS, INC. | EVOADVISERS | CLAIR FINANCIAL MANAGEMENT
CRD#: 149615 / SEC#: 801-110783
RIA
Registered Investment Advisory firm - (7/10/2017 Approved)Virginia
Registered Investment Advisory firm - (2/8/2018 Terminated)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
Virginia(1/26/2022)
Current Firm
EVOADVISERS
AVENIR ADVISERS | LEAHY & CLAIR FINANCIAL MANAGEMENT | EVOLUTION ADVISERS, INC. | EVOADVISERS | CLAIR FINANCIAL MANAGEMENT
CRD#: 149615 / SEC#: 801-110783
RIA
Registered Investment Advisory firm - (7/10/2017 Approved)Virginia
Registered Investment Advisory firm - (2/8/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2917 West Leigh Street, Richmond, VA 23230
Mailing Address
Phone number
(804) 794-1981
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,357 |
| AUM (Assets Under Management) | $ 270,996,007 |
Red Flags
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Company Information
EVOADVISERS
CRD#: 149615Richmond, VA 23230TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
