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Adam Stevenson

Stevenson Advisors, LLC

Aspen, CO

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Current Employers
Stevenson Advisors, Llc

627 W Main St, Aspen, CO 81611 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-11-11
  • CO RA
    APPROVED
    Since 2025-11-11

Branch Locations

627 W Main St, Aspen, CO 81611 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Stevenson Advisors, Llc Aspen CO 09/2009 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-06-02
S63 Uniform Securities Agent State Law Examination 2008-09-26
  • S65 Uniform Investment Adviser Law Examination
    2016-06-02
  • S63 Uniform Securities Agent State Law Examination
    2008-09-26

View on SEC IAPD

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Other Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · ASPEN, CO
INTEGRATED BENEFITS, INCORPORATED · Aspen, CO
ASHTON THOMAS SECURITIES, LLC · Aspen, CO
J.P. MORGAN SECURITIES LLC · Aspen, CO
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ASPEN, CO
WELLS FARGO CLEARING SERVICES, LLC · ASPEN, CO
FOUNDATIONS INVESTMENT ADVISORS LLC · ASPEN, CO
PCM ENCORE, LLC · ASPEN, CO

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