Best Investors Account Sign in

Steven D Werner

Strategic Advisers LLC

Center Valley, PA

Reading, PA

Claim This Profile
Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • PA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

2945 Center Valley Pkwy Suite 311, Center Valley, PA 18034-9033 • United States

Reading, PA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
E*Trade Securities Llc King Of Prussia PA 10/2006 01/2021
E*Trade Capital Management Llc King Of Prussia PA 04/2009 01/2021
E*Trade Securities Llc Berwyn PA 01/2021 10/2023
E*Trade Capital Management Llc Berwyn PA 01/2021 10/2023
Morgan Stanley Berwyn PA 01/2023 10/2023
Morgan Stanley West Conshohocken PA 09/2023 10/2023
Morgan Stanley West Conshohocken PA 09/2023 10/2023
Fidelity Investments Center Valley PA 10/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2006 → 01/2021
    E*Trade Securities Llc
    King Of Prussia, PA
  • 04/2009 → 01/2021
    E*Trade Capital Management Llc
    King Of Prussia, PA
  • 01/2021 → 10/2023
    E*Trade Securities Llc
    Berwyn, PA
  • 01/2021 → 10/2023
    E*Trade Capital Management Llc
    Berwyn, PA
  • 01/2023 → 10/2023
    Morgan Stanley
    Berwyn, PA
  • 09/2023 → 10/2023
    Morgan Stanley
    West Conshohocken, PA
  • 09/2023 → 10/2023
    Morgan Stanley
    West Conshohocken, PA
  • 10/2023 → Present
    Fidelity Investments
    Center Valley, PA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-11-30 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Center Valley, PA
  • 2023-09-05 → 2023-10-13
    Morgan Stanley
    West Conshohocken, PA
  • 2009-04-20 → 2023-09-05
    Harrisdirect Llc
    Arlington, VA
    King Of Prussia, PA
    Berwyn, PA
    West Conshohocken, PA
  • 2002-09-11 → 2004-11-30
    Wells Fargo Clearing Services, Llc
    Norristown, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-04-17
  • S66 Uniform Combined State Law Examination
    2009-04-17
Other Names
  • Steven Dennis Werner
  • Steven Werner

View on SEC IAPD

Other Firms

ARGYLE CAPITAL MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
MML INVESTORS SERVICES, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
HAMEL ASSOCIATES,INC.
BRIGHTSIDE WEALTH PLANNING, LLC
100 PLUS PLANNING

Other Investors

PETER KINSLEY MILLER
Dawn Elizabeth Marx
JOHN PETER BANKS
ROBERT W MEUSER
THOMAS JAMES BRADSHAW
BRIAN JOSEPH DUELFER
DEBORAH KLATZ ROUNICK
JOHN DOMINIC DONOFRIO

Other Offices

ARGYLE CAPITAL MANAGEMENT, LLC · CENTER VALLEY, PA
AMERIPRISE FINANCIAL SERVICES, LLC · Center Valley, PA
MML INVESTORS SERVICES, LLC · Center Valley, PA
STIFEL, NICOLAUS & COMPANY, INCORPORATED · CENTER VALLEY, PA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · CENTER VALLEY, PA
ARGYLE CAPITAL MANAGEMENT, LLC · Center Valley, PA
HAMEL ASSOCIATES,INC. · CENTER VALLEY, PA
BRIGHTSIDE WEALTH PLANNING, LLC · CENTER VALLEY, PA

More in Center Valley, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor