Advisor at Stevenson Advisors, LLC
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Firm
Stevenson Advisors, LLC
Location
Aspen, CO 81611
Credentials
Series 63, Series 65
Industry experience
9 years
Adam Stevenson is the sole advisor at Stevenson Advisors, LLC, an independent registered investment adviser based in Aspen, CO. He holds Series 63 and Series 65 credentials and has nine years of industry experience. Stevenson has been with Stevenson Advisors since 2009. Stevenson Advisors provides discretionary portfolio management to individual clients and manages a privately offered pooled investment fund. The firm employs a fundamental analysis-driven approach with two core strategies—Absolute Return and Long-Only—utilizing derivatives and leverage as part of its investment process.
Based on Stevenson Advisors, LLC
1% of all assets under management, negotiable
Account minimum: $50,000 (may be waived)
627 W Main St
Aspen, CO 81611
Colorado
Stevenson Advisors, LLC
2009 - Present (17 years)
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