Blaise Stevens

Employer firm

Strategic Advisory Partners CRD 314842

$191M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2014 → 07/2018
  Prudential Financial
  Charlotte, NC
• 07/2018 → 05/2021
  Spartan Planning Group
  Greensboro, NC
• 05/2021 → Present
  Strategic Advisory Partners, Llc
  Madison, NC

Previous Registrations

• 2018-07-06 → 2021-06-14
  Spartan Planning Group
  Greensboro, NC
• 2014-05-28 → 2018-07-09
  Pruco Securities, Llc.
  High Point, NC
  Charlotte, NC
• 2008-05-30 → 2014-06-09
  Principal Securities, Inc.
  Greensboro, NC
  Greensboro, NC
  Charlotte, NC
  Stokesdale, NC

Exams

• S66 Uniform Combined State Law Examination
  2008-05-24

Designations

• Certified Financial Planner
• Chartered Financial Consultant