David A Stevens
Investment adviser representative at Stevens Capital Partners
17 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$810.3MFirm assets
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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
Experience
17 years in the industry.
- Stevens Capital PartnersApr 2023 to now
- My Purposeful Wealth and Stevens Capital PartnersJan 2022 to now
- Stratos Wealth Advisors, LLC. dba Purposeful WealthNov 2020 to Mar 2022
- TD AmeritradeJan 2009 to Nov 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 2 states (NE, TX).
Stevens Capital Partners
Legal name: Stevens Capital Partners Inc
$810.3MAssets managed
681Clients
11Advisers
4 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
- 3242734
- Firm CRD
- 317517