William Frederic Stevens
Investment adviser representative at Eversource Wealth Advisors, LLC
22 yearsExperience
2 statesRegistered in
$5.1BFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
22 years in the industry.
- Eversource Wealth Advisors, LLCAug 2023 to now
- Madera Real Estate Holdings, LLCDec 2005 to now
- W.F. Stevens Financial Advisors, LLCApr 2004 to now
- Raymond James Financial Services Advisors, IncJan 2009 to Aug 2023
- Raymond James Financial Services, Inc.Apr 2004 to Aug 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Eversource Wealth Advisors, LLC
$5.1BAssets managed
4,338Clients
74Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2444984
- Firm CRD
- 286340