Christopher F. Stevenson

FORREST FINANCIAL PARTNERS LLC

AVON, CT 06001

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CRD#: 7689080

Professional summary

Christopher Forrest Stevenson, who also goes by Chris Stevenson, Christopher F. Stevenson, is a registered financial advisor currently at FORREST FINANCIAL PARTNERS LLC located in Avon, Connecticut and EVOLVE INVESTING LLC located in Avon, Connecticut.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Christopher has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chris Stevenson | Christopher F. Stevenson

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) 2021-Present: Mad Forrest LLC/Not Investment Related/Avon, CT/Start-Up Consulting/Managing Member/Consultant/Involves less than one percent time each month, typically after traditional business hour. (2) Forrest Financial Partners LLC; Investment Related; Avon, CT; RIA; Managing Partner/CCO/IAR/Managing Member; Start Date: 01/2023; Approx. 98 hours/month devoted to this business with all hours during trading hours; Provide investment advisory services (3) Evolve Investing LLC; Investment Related; Cottonwood Heights, UT; RIA; Advisor; Start Date: 10/2024; Approx. 42 hours/month devoted to this business with all hours during trading hours; Provide investment advisory services

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Forrest Stevenson'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®

None

Experience

Current

March 24, 2023 - Present

FORREST FINANCIAL PARTNERS LLC

Office #1: 124 Simsbury Rd. Bldg. 1 Ste. 202, Avon, CT 06001

RIA

CRD#: 325055

AVON, CT

Current

October 17, 2024 - Present

EVOLVE INVESTING LLC

RIA

CRD#: 309587

Avon, CT

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

California
(10/17/2024)

IAR

Connecticut
(3/24/2023)

IAR

New York
(10/17/2024)

IAR

Texas
(7/31/2023)

IAR

Utah
(10/17/2024)

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

Current Firm

EVOLVE INVESTING LLC

CRD#: 309587 / SEC#:

California

Registered Investment Advisory firm - (7/21/2020 Approved)

New York

Registered Investment Advisory firm - (4/9/2021 Approved)

Texas

Registered Investment Advisory firm - (3/26/2021 Conditional Restricted)

Utah

Registered Investment Advisory firm - (6/30/2022 Approved)

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Contact information

Main Address

Sandy, UT

Mailing Address

Phone number

(917) 617-9101

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	115
AUM (Assets Under Management)	$ 31,321,833

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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Christopher F. Stevenson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Forrest Stevenson's CRS (Customer Relationship Summary).

Certified licenses

Experience

FORREST FINANCIAL PARTNERS LLC

EVOLVE INVESTING LLC

State Registrations and Notice Filings

Exams

Current Firm

EVOLVE INVESTING LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

EVOLVE INVESTING LLC

TRUST BUT VERIFY

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