Joseph Nathan Stevens
Investment adviser representative at Bolton Investment
19 yearsExperience
1 stateRegistered in
CFADesignation
$249.1MFirm 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.
- Pension consulting
Experience
19 years in the industry.
- Bolton InvestmentJun 2025 to now
- Gallagher Fiduciary Advisors, LLCOct 2007 to Jun 2025
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MD).
Bolton Investment
Legal name: Bolton Partners Investment Consulting Group, Inc.
$249.1MAssets managed
9Clients
7Advisers
32 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
- 8117081
- Firm CRD
- 104684