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Blaise Stevens

SPARTAN PLANNING & WEALTH MANAGEMENT, LLC·GREENSBORO, North Carolina
Unclaimed Profile
1931 NEW GARDEN RD, STE 220, GREENSBORO, NC 27410CRD# 5519296Firm CRD# 166599
01

About

Blaise Stevens is a registered financial advisor based in GREENSBORO, North Carolina, affiliated with SPARTAN PLANNING & WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SPARTAN PLANNING & WEALTH MANAGEMENT, LLC
SPARTAN PLANNING GROUP
AUM
$280M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at SPARTAN PLANNING & WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5519296
Firm CRD# 166599
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Blaise Stevens offer?
Blaise Stevens specializes in Financial Planning, Investment Management. Contact their office in GREENSBORO, North Carolina for a consultation.
What are Blaise Stevens's credentials?
Blaise Stevens is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Blaise Stevens located?
Blaise Stevens is based in GREENSBORO, North Carolina, working with SPARTAN PLANNING & WEALTH MANAGEMENT, LLC. Their office serves clients in the GREENSBORO metropolitan area and surrounding communities.
How does Blaise Stevens charge for services?
Blaise Stevens's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SPARTAN PLANNING & WEALTH MANAGEMENT, LLC?
SPARTAN PLANNING & WEALTH MANAGEMENT, LLC has approximately 5 employees and manages $280M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Eric J Warren — SPARTAN PLANNING & WEALTH MANAGEMENT, LLCWilliam Elbert Stanley Jr. — FUND DIRECT ADVISORS INC.Ryan Addison Newkirk — GRANVILLE CAPITAL, INC.Nicole Marie Hands — BLUEPRINT FINANCIAL ADVISORS LLCDavid Michael Labiak — TRENT CAPITAL MANAGEMENT INC
Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)CHAPEL HILL (112)DURHAM (111)ASHEVILLE (94)
City Guides
CHARLOTTE GuideRALEIGH GuideCHAPEL HILL GuideDURHAM GuideASHEVILLE Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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