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Alyson Stevens

Chief Compliance Officer - Advisory Business at &partners

Investment adviser and broker registrationsNashville, TNSEC record checked 18 October 2026

18
Years in the industry
18
Years at the firm
2
Adviser firms
3
State registrations

IAPD record retrieved 18 October 2026SEC record

Alyson Stevens is Chief Compliance Officer - Advisory Business of &partners, a Nashville investment adviser managing $30.3B. Alyson Stevens has been registered through &partners since 23 January 2008, has 18 years in the industry across 2 firms and has passed 11 licensing exams.

Role at &partners

Title on Schedule A
Chief Compliance Officer - Advisory Business
Control
Alyson Stevens is not a control person of &partners.
Ownership
An individual ownership band is not available in the source record.
Tenure
Alyson Stevens has held the filed role since May 2017.

The firm

&partners
Nashville, TN

Form ADV filed 25 September 2026

$30.3B AUM62,194 clients439 advisers29 offices

Career on record

Alyson Stevens has been registered through &partners since January 2008.

Firms and exams, newest first
  1. Passed Series 52TO · 2025
  2. Passed Series 57TO, Series 79TO and Series 99TO · 2023
  3. Passed SIE · 2018
  4. Hillsboro Advisors, LLC
    – · 5 years
    Nashville, TN · Adviser representative · Firm CRD 153700
  5. Passed Series 53 and Series 4 · 2009
  6. Passed Series 66, Series 55 and Series 24 · 2008
  7. &partnersCurrent
    – present · 19 years
    Nashville, TN · Adviser representative · Firm CRD 3767
  8. Passed Series 7 · 2007

Registrations and exams

Alyson Stevens has a current investment-adviser registration in Massachusetts, Tennessee and Texas and has passed 11 qualifying exams.

Massachusetts28 October 2020
Scope
Investment adviser representative
Status
Approved
Tennessee23 January 2008
Scope
Investment adviser representative
Status
Approved
Texas11 December 2019
Scope
Investment adviser representative
Status
Approved

Examinations

Series 6616 January 2008
Name
Uniform Combined State Law Examination
Series 424 February 2009
Name
Registered Options Principal Examination
Series 536 January 2009
Name
Municipal Securities Principal Examination
Series 2415 September 2008
Name
General Securities Principal Examination
Series 52TO25 September 2025
Name
Municipal Securities Representative Examination
Series 57TO2 January 2023
Name
Securities Trader Exam
Series 79TO2 January 2023
Name
Investment Banking Registered Representative Examination
Series 99TO2 January 2023
Name
Operations Professional Examination
SIE1 October 2018
Name
Securities Industry Essentials Examination
Series 5531 January 2008
Name
Limited Representative-Equity Trader Exam
Series 718 December 2007
Name
General Securities Representative Examination

Individual record

Full name
Alyson Mencio Stevens
CRD
5451096
Firm
&partners
Registration status
Investment adviser and broker registrations
Office
40 BURTON HILLS BLVD, SUITE 350, Nashville, TN 37215

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Common questions

Where does Alyson Stevens work?

Alyson Stevens has been Chief Compliance Officer - Advisory Business of &partners since May 2017.

Source: Form ADV, Schedule A, filed 25 September 2026

Is Alyson Stevens a financial advisor?

Yes. Alyson Stevens has a current investment-adviser registration in Massachusetts, Tennessee and Texas, through &partners since January 2008, as of 18 October 2026.

Source: IAPD individual record, checked 18 October 2026

How many years of experience does Alyson Stevens have?

Alyson Stevens has worked in the financial industry for 18 years as of 18 October 2026, counted from 18 December 2007, across 2 adviser firms.

Source: IAPD individual record, checked 18 October 2026

What exams has Alyson Stevens passed?

Alyson Stevens has passed 11 licensing exams: the Series 7, Series 66, Series 55, Series 24, Series 53, Series 4, SIE, Series 57TO, Series 79TO, Series 99TO and Series 52TO. The earliest, the Series 7, was passed in December 2007.

Source: IAPD individual record, checked 18 October 2026

Where is Alyson Stevens based?

Alyson Stevens’ registered office is in Nashville, TN.

Source: IAPD individual record, checked 18 October 2026

Leadership at &partners

Sources

  1. IAPD individual record, CRD 5451096. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of &partners, filed 25 September 2026. Title, control and ownership bands.

Retrieved 18 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Alyson Stevens or &partners and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.