Blaise Stevens
Investment adviser representative at Strategic Advisory Partners
12 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$191.4MFirm 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
- Pension consulting
Experience
12 years in the industry.
- Strategic Advisory Partners, LLCMay 2021 to now
- Spartan Planning GroupJul 2018 to May 2021
- Prudential FinancialMay 2014 to Jul 2018
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (NC).
Strategic Advisory Partners
Legal name: Strategic Advisory Partners, LLC
$191.4MAssets managed
346Clients
4Advisers
1 yearIn 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
- 5519296
- Firm CRD
- 314842