IAN STEVENS is an investment adviser representative (IAR) with state registration records since 2020, appearing at 5 firms. Currently registered with CHARLES SCHWAB & CO., INC..
| Firm | From | To | Current |
|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 2026-07-16 | present | Yes |
| STRATEGIC ADVISERS LLC | 2025-03-31 | 2026-07-13 | — |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2024-07-22 | 2025-03-31 | — |
| LPL FINANCIAL LLC | 2022-06-24 | 2023-05-10 | — |
| COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC | 2020-11-24 | 2022-02-11 | — |