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Earl Cornelius Stevenson

Chicago Capital Management Advisors, LLC

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About Earl Cornelius Stevenson

Earl Cornelius Stevenson Jr. is a financial professional with over 39 years of experience in the financial services industry. He is currently registered as a Registered Representative and Investment Advisor Representative with Chicago Capital Management Advisors, LLC. Earl has a wide range of experience in the financial services industry, including investment advisory services, securities trading, and insurance products. He is also an Enrolled Agent with the IRS and provides tax preparation services. Earl is committed to providing his clients with personalized financial advice and guidance.

Firm Information

Earl Stevenson is currently registered with Chicago Capital Management Advisors, LLC. Chicago Capital Management Advisors, LLC is an investment advisor based in Lisle, IL. The firm has 10 licensed agents and 16 investment advisor representatives. They manage approximately $110,237,992 in regulatory assets under management, primarily for individuals. They offer financial planning and portfolio management services for individuals and provide estate and insurance planning services.
Chicago Capital Management Advisors, LLC

4722 MAIN STREET

LISLE, IL 60532

$110.24M

Assets Under Management

Not reported

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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estate and insurance planning

Estate and insurance planning

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Earl Stevenson’s Registration & Firm History

PA

02/15/2022 - Present

Chicago Capital Management Advisors, LLC (Uniontown PA)

IL

05/16/2017 - 11/27/2019

FOREST SECURITIES,INC. (HILLSIDE IL)

PA

03/10/2009 - 05/26/2017

QUESTAR CAPITAL CORPORATION (UNIONTOWN PA)

PA

09/20/2006 - 03/10/2009

TRADERIGHT SECURITIES, INC. (UNIONTOWN PA)

PA

01/16/2003 - 09/25/2006

USALLIANZ SECURITIES, INC. (UNIONTOWN PA)

CA

10/09/2001 - 01/15/2003

WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)

DE

11/16/1998 - 09/18/2001

1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)

NJ

10/26/1982 - 09/11/1998

PRUCO SECURITIES CORPORATION (NEWARK NJ)

NJ

07/12/1982 - 12/10/1993

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)

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Licenses & Designations

IA

Issued 06/01/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/04/1982

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/08/1982

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Earl Cornelius Stevenson.
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