Claim Profile
Unclaimed Profile
AS

Alyson Mencio Stevens

&PARTNERS·NASHVILLE, Tennessee
SIE, Series 4, Series 7, Series 24, Series 52TO, Series 53, Series 55, Series 57TO, Series 66, Series 79TO, Series 99TOCFPClean record18 years registered&PARTNERS
40 BURTON HILLS BLVD, NASHVILLE, TN 37215CRD# 5451096Firm CRD# 3767

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Alyson Mencio Stevens · NASHVILLE, TN
Registration
CRD #5451096 · &PARTNERS · 18 years registered
Brand Profile
Not yet started
01

Career History

Jan 2008present
Apr 2018Aug 2023
NASHVILLE, TN
02

Registrations & Exams

FINRA examinations passed
SIE
Series 4
Series 7
Series 24
Series 52TO
Series 53
Series 55
Series 57TO
Series 66
Series 79TO
Series 99TO
Registration record
First registered · January 23, 2008
Years registered · 18
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
&PARTNERS
CRD 3767 · SEC 801-37145
AUM
$1.2B
Regulatory assets under management
Employees
327
3,051 client accounts
Services offered by &PARTNERS
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

Speak with Alyson Mencio

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Alyson Mencio is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in NASHVILLE?

Browse all registered financial advisors in NASHVILLE, Tennessee or claim this profile if it's yours.

05

Frequently Asked Questions

What services does Alyson Mencio Stevens offer?
Alyson Mencio Stevens specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NASHVILLE, Tennessee for a consultation.
What are Alyson Mencio Stevens's credentials?
Alyson Mencio Stevens holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Alyson Mencio Stevens located?
Alyson Mencio Stevens is based in NASHVILLE, Tennessee, working with &PARTNERS. Their office serves clients in the NASHVILLE metropolitan area and surrounding communities.
How does Alyson Mencio Stevens charge for services?
Alyson Mencio Stevens's firm is compensated through percentage of aum, hourly charges, fixed fees, subscription fees, commissions, performance-based fees, other: trans fee, service charges; 12b-1; money market trls; bdsp. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is &PARTNERS?
&PARTNERS has approximately 327 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →