Christopher Stevenson has been Managing Partner & Senior Advisor of Telos Partners since February 2026, is a control person of the firm and directly owns under 5% of it.
Telos Partners LLC is an Avon, CT firm with $139M under management, 65 clients and 4 advisers across 2 offices, as of its September 2026 filing.
Chris Stevenson is Founding Partner of Telos Partners. He has more than fifteen years of institutional portfolio management experience, including a tenure at Foster & Foster, a single-family office, where he was instrumental in managing a diverse portfolio of equities, credit, derivatives and alternative assets. His work includes direct indexing to generate tax efficiencies.
Christopher Stevenson’s longest registration was 3 years at Forrest Financial Partners LLC (2023–2026). Before joining Telos Partners in 2026, Christopher Stevenson was registered through Evolve Investing LLC and Forrest Financial Partners LLC.
- Telos Partners LLCCurrent– present · under a yearAvon, CT · Adviser representative · Firm CRD 340922
- Evolve Investing LLC– · 1 yearAvon, CT · Adviser representative · Firm CRD 309587
- Forrest Financial Partners LLC– · 3 yearsAvon, CT · Adviser representative · Firm CRD 325055
Professional designations
Listed by Telos Partners
- Chartered Financial Analyst (CFA®)
Investment adviser representative registrations
Christopher Stevenson is registered as an investment adviser representative in Connecticut, since April 2026.
- ConnecticutSince 29 April 2026
Examinations
No examinations are on Christopher Stevenson’s record.
- Full name
- Christopher Forrest Stevenson
- CRD
- 7689080
- Firm
- Telos Partners · CRD 340922
- Role
- Managing Partner & Senior Advisor
- Office
- 124 SIMSBURY RD, BLDG 1 STE 202, Avon, CT 06001
- Registration
- Investment adviser registration
- In the industry since
- March 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- teloswealthpartners.com
Where does Christopher Stevenson work?
Christopher Stevenson has been Managing Partner & Senior Advisor of Telos Partners LLC since February 2026, and is a control person of the firm.
Is Christopher Stevenson a financial advisor?
Yes. Christopher Stevenson has a current investment-adviser registration in Connecticut, through Telos Partners since April 2026.
How many years of experience does Christopher Stevenson have?
Christopher Stevenson has 3 years in the financial industry, since March 2023, across 3 adviser firms.
Where is Christopher Stevenson based?
Christopher Stevenson’s registered office is in Avon, CT.
Is Christopher Stevenson registered with FINRA?
No. Christopher Stevenson has no current broker registration.
Is Christopher Stevenson a CFA charterholder?
Telos Partners lists Christopher Stevenson with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
Source: Chris Stevenson, CFA biography, teloswealthpartners.com
How can I verify Christopher Stevenson’s record?
Search CRD 7689080 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Christopher Stevenson’s full registration record.
