NICHOLAS DANA STEVENS is an investment adviser representative (IAR) with state registration records since 2006, appearing at 4 firms. Currently registered with EVERGREEN WEALTH MANAGEMENT LLC.
| Firm | From | To | Current |
|---|---|---|---|
| EVERGREEN WEALTH MANAGEMENT LLC | 2021-07-08 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2018-07-13 | 2021-07-19 | — |
| STRATEGIC ADVISERS LLC | 2012-01-06 | 2018-07-13 | — |
| ALLEN & COMPANY OF FLORIDA, LLC | 2006-09-13 | 2009-05-15 | — |