Investment adviser representative · Clearvue Advisors LLC
Elise C. Stevenson
CRD 3032389 · Milton, MA
At a glance
Elise C. Stevenson is an investment adviser representative with Clearvue Advisors LLC in Milton, MA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Elise’s SEC record dates to 2005, about 21 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Clearvue Advisors LLCSince August 2005Milton, MA · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2005 (21 years)
- Designations
- Certified Financial Planner
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Elise’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.