Unclaimed Profile

Susan Virginia Stevens

STEVENS WEALTH MANAGEMENT LLC·DEERFIELD, Illinois

Series 2, Series 65Clean record26 years registeredSTEVENS WEALTH MANAGEMENT LLC

500 LAKE COOK ROAD, DEERFIELD, IL 60015CRD# 2511599Firm CRD# 123043

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Susan Virginia Stevens · DEERFIELD, IL

Registration

CRD #2511599 · STEVENS WEALTH MANAGEMENT LLC · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: STEVENS WEALTH MANAGEMENT LLC

BUCKINGHAM STRATEGIC WEALTH, LLC

Mar 2018 – Dec 2022

DEERFIELD, IL

FINANCIAL HAPPINESS, LLC

Jan 2009 – Aug 2009

DEERFIELD, IL

STEVENS WEALTH MANAGEMENT LLC

Jul 2000 – Feb 2018

DEERFIELD, IL

Registrations & Exams

FINRA examinations passed

Series 2

Series 65

Registration record

First registered · July 18, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STEVENS WEALTH MANAGEMENT LLC

CRD 123043 · SEC 801-61929

AUM

$287M

Regulatory assets under management

Employees

544 client accounts

Services offered by STEVENS WEALTH MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at STEVENS WEALTH MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Susan Virginia Stevens offer?

Susan Virginia Stevens specializes in Financial Planning, Investment Management.

What are Susan Virginia Stevens's credentials?

Susan Virginia Stevens is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Susan Virginia Stevens located?

Susan Virginia Stevens is based in DEERFIELD, Illinois, last registered with STEVENS WEALTH MANAGEMENT LLC.

How does Susan Virginia Stevens charge for services?

Susan Virginia Stevens's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is STEVENS WEALTH MANAGEMENT LLC?

STEVENS WEALTH MANAGEMENT LLC has approximately 7 employees and manages $287M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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