Best Investors Account Sign in
Inactive

Christopher Forrest Stevenson

Telos Partners LLC

Avon, CT

CRD 7689080

Claim This Profile
Employer firm

Telos Partners LLC CRD 340922

$139M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Telos Partners Llc

124 Simsbury Rd Bldg 1 Ste 202, Avon, CT 06001 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2026-04-29
  • CT RA
    APPROVED
    Since 2026-04-29

Branch Locations

124 Simsbury Rd Bldg 1 Ste 202, Avon, CT 06001 • 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
Forrest Financial Partners Llc Avon CT 01/2023 07/2026
Foster & Foster Llc Wilton CT 08/2013 08/2023
Evolve Investing Llc Cottonwood Heights UT 10/2024 07/2026
Telos Partners Llc Avon CT 02/2026 Present
Previous Registrations
Other Businesses

(1) 2021-Present: Mad Forrest LLC/Not Investment Related/Avon, CT/Start-Up Consulting/Managing Member/Consultant/Involves less than one percent time each month, typically after traditional business hour.

Designations
  • Chartered Financial Analyst
Other Names
  • Chris Stevenson
  • Christopher F. Stevenson

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Avon, CT

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor