AdFi
EC

Earl Cornelius Stevenson Jr

Investment Adviser Representative at CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC

Uniontown, PACRD #1042802Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
44 yrs
States Registered
1 states
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Earl Cornelius Stevenson has worked in the securities industry since 1982. They have passed the Series 65, 63, and 6 examinations. They are registered to provide investment advisory services in Pennsylvania.

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 1 states
Pennsylvania
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 6/1/1999
Series 63
Uniform Securities Agent State Law Examination
Passed 11/4/1982
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 7/8/1982

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Equity/Asset Allocation $100K-$249,9992.25%
Equity/Asset Allocation $250K-$499,9992.00%
Equity/Asset Allocation $500K-$999,9991.75%
Equity/Asset Allocation $1M-$2,499,9991.50%
Equity/Asset Allocation $2.5M-$4,999,9991.25%
Equity/Asset Allocation $5M+1.00%
Fixed Income $100K-$249,9991.25%
Fixed Income $250K-$999,9991.00%
Fixed Income $1M-$4,999,9990.75%
Fixed Income $5M+0.50%
Account minimum: $50,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Chicago Capital Management Advisors, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

CHICAGO CAPITAL MANAGEMENT ADVISORS, LLCCurrent
2/15/2022Uniontown, PA
AMERICAN TRUST INVESTMENT SERVICES, INC.Current
10/22/2019Uniontown, PA
AVELLINO FINANCIAL ADVISORS, INC.
5/16/201712/31/2021Uniontown, PA
QUESTAR ASSET MANAGEMENT, INC.
3/11/20095/26/2017Uniontown, PA
TRADERIGHT SECURITIES, INC.
9/21/20063/10/2009Uniontown, PA
QUESTAR ASSET MANAGEMENT, INC.
7/25/20069/13/2006Uniontown, PA
USALLIANZ SECURITIES, INC.
4/16/20038/1/2006Uniontown, PA

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC

Showing 12 of 20 in the directory

View CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Earl Cornelius Stevenson Jr has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched