Managing Member, Chief Compliance Officer · Strategic Advisory Partners
Blaise Stevens
CRD 5519296 · Named on Form ADV at one SEC-registered adviser
At a glance
Strategic Advisory Partners, an SEC-registered wealth manager based in Greensboro, NC with $191 million in regulatory assets, lists Blaise Stevens on its Form ADV as Managing Member, Chief Compliance Officer, a control person.
Firms and roles
- Strategic Advisory PartnersManaging Member, Chief Compliance OfficerWealth manager · Greensboro, NC · $191M in regulatory assets
AtlasMembers
Blaise’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Christopher R. HarrisMember/cio, Strategic Advisory Partners
- Brittne L. StevensMember, Strategic Advisory Partners
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Blaise’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.