Blaise Stevens has been Managing Member, Chief Compliance Officer of Strategic Advisory Partners since May 2021, is a control person of the firm and directly owns between 50% and 75% of it.
Strategic Advisory Partners, LLC is a Greensboro, NC firm with $191M under management, 346 clients and 4 advisers in one office, as of its March 2026 filing.
Blaise Stevens is Managing Member of Strategic Advisory Partners, LLC. Stevens leads a team committed to simplifying wealth management, with a focus on tax planning and mitigation, estates and trusts, business owner planning and succession, legacy planning, and investment strategies.
Blaise Stevens’ longest registration was 6 years at Princor Financial Services Corporation (2008–2014). Before joining Strategic Advisory Partners in 2021, Blaise Stevens was registered through Spartan Planning Group and Prudential Financial Planning Services.
- Strategic Advisory PartnersCurrent– present · 5 yearsGreensboro, NC · Adviser representative · Firm CRD 314842
- Spartan Planning Group– · 2 yearsGreensboro, NC · Adviser representative · Firm CRD 166599
- Prudential Financial Planning Services– · 4 yearsCharlotte, NC · Adviser representative · Firm CRD 5685
- Princor Financial Services Corporation– · 6 yearsCharlotte, NC · Adviser representative · Firm CRD 1137
Professional designations
Listed by Strategic Advisory Partners
- CFP
- AIFA
- CLU
- ChFC
Investment adviser representative registrations
Blaise Stevens is registered as an investment adviser representative in North Carolina, since August 2021.
- North CarolinaSince 18 August 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 22 October 2013 |
| Series 66 | Uniform Combined State Law Examination | 24 May 2008 |
| Series 7 | General Securities Representative Examination | 26 April 2008 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 5519296
- Firm
- Strategic Advisory Partners · CRD 314842
- Role
- Managing Member, Chief Compliance Officer
- Office
- 3819 LAWNDALE DRIVE, Greensboro, NC 27455
- Registration
- Investment adviser registration
- In the industry since
- June 2008
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- strategicadvisorypartners.com
Where does Blaise Stevens work?
Blaise Stevens has been Managing Member, Chief Compliance Officer of Strategic Advisory Partners, LLC since May 2021, and is a control person of the firm.
Is Blaise Stevens a financial advisor?
Yes. Blaise Stevens has a current investment-adviser registration in North Carolina, through Strategic Advisory Partners since August 2021.
How many years of experience does Blaise Stevens have?
Blaise Stevens has 18 years in the financial industry, since June 2008, across 4 adviser firms.
What exams has Blaise Stevens passed?
Blaise Stevens has passed 3 licensing exams: the Series 7, Series 66 and Series 24. The earliest, the Series 7, was passed in April 2008. FINRA credited Blaise Stevens with the SIE, which began in October 2018.
Where did Blaise Stevens work before Strategic Advisory Partners?
Before Strategic Advisory Partners, Blaise Stevens was registered through Spartan Planning Group, July 2018 to June 2021; Prudential Financial Planning Services, May 2014 to July 2018; Princor Financial Services Corporation, May 2008 to June 2014.
Where is Blaise Stevens based?
Blaise Stevens’ registered office is in Greensboro, NC.
Is Blaise Stevens registered with FINRA?
No. Blaise Stevens has no current broker registration.
Is Blaise Stevens a CFP?
Strategic Advisory Partners lists Blaise Stevens with the CFP credential (“CFP”) on its website. CFP Board confirms certification status.
Source: Blaise Stevens biography, strategicadvisorypartners.com
How can I verify Blaise Stevens’ record?
Search CRD 5519296 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Blaise Stevens’ full registration record.