Grant W. Stevenson

NAVITER WEALTH

LITTLE ROCK, AR 72202

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CRD#: 7138210

Professional summary

Grant William Stevenson is a registered financial advisor currently at NAVITER WEALTH, LLC located in Little Rock, Arkansas.

Grant is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Grant has worked at 2 firms and has passed the Series 65, Series 63, Series 79TO, Series 7TO and SIE exams.

Question & Answer

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Grant William Stevenson'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®

None

Experience

Current

October 19, 2024 - Present

NAVITER WEALTH, LLC

Office #1: 1 Information Way Suite 400, Little Rock, AR 72202

RIA

CRD#: 311508

LITTLE ROCK, AR

Past

August 5, 2019 - June 3, 2024

STEPHENS

CRD#: 3496

DALLAS, TX

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".

NAVITER WEALTH, LLC

NAVITER TRUST | NAVITER WEALTH, LLC | NAVITER WEALTH LLC

CRD#: 311508 / SEC#: 801-120077

RIA

Registered Investment Advisory firm - (1/4/2021 Approved)

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

Arkansas
(10/19/2024)

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: 10/18/2024

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/30/2019

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 79TO

Date: 10/14/2019

Investment Banking Registered Representative Examination

General Industry/Product Exam

Series 7TO

Date: 8/5/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 6/29/2019

Securities Industry Essentials Examination

Current Firm

NAVITER WEALTH, LLC

NAVITER TRUST | NAVITER WEALTH, LLC | NAVITER WEALTH LLC

CRD#: 311508 / SEC#: 801-120077

RIA

Registered Investment Advisory firm - (1/4/2021 Approved)

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Contact information

Main Address

1 Information Way Suite 400, Little Rock, AR 72202

Mailing Address

Phone number

(501) 333-9800

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (21 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

NAVITER WEALTH LLC FORM ADV2A ("DISCLOSURE BROCHURE") (7/30/2025)

Regulatory assets under management

Total Number of Accounts	1,022
AUM (Assets Under Management)	$ 1,454,171,895

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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Advisor Monitoring

Firm Stability Insights

Grant W. Stevenson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Grant William Stevenson's CRS (Customer Relationship Summary).

Certified licenses

Experience

STEPHENS

Primary Firm SEC Registration

NAVITER WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/18/2024

Series 63

Date: 8/30/2019

Series 79TO

Date: 10/14/2019

Series 7TO

Date: 8/5/2019

SIE

Date: 6/29/2019

Current Firm

NAVITER WEALTH, LLC

Contact information

SEC notice filing (21 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NAVITER WEALTH, LLC

TRUST BUT VERIFY

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