Stephane Eric Bouvel
Investment adviser representative at Bouvel Investment Partners, LLC
18 yearsExperience
3 statesRegistered in
$374.4MFirm assets
12 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Bouvel Investment Partners, LLC.Apr 2002 to now
- Purshe Kaplan Sterling InvestmentsOct 2011 to Nov 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 3 states (PA, TX, UT).
Bouvel Investment Partners, LLC
$374.4MAssets managed
206Clients
3Advisers
12 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
- 4739811
- Firm CRD
- 108436