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Stephon Williams

Strategic Advisers LLC

Edina, MN

Cottage Grove, MN

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

7740 France Ave South, Edina, MN 55435-5847 • United States

Cottage Grove, MN • 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
Bietigheim Steelers Bietigheim 05/2019 07/2020
Hc 05 Banska Bystrica Banska Bystrica 05/2018 05/2019
San Jose Barracuda San Jose CA 05/2017 05/2018
New York Islanders Bridgeport CT 04/2015 05/2017
Thrivent Investment Management Inc Cottage Grove MN 09/2020 02/2022
Thrivent Financial Appleton WI 10/2020 02/2021
Thrivent Financial Appleton WI 02/2021 02/2022
Fidelity Investments Edina MN 02/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2019 → 07/2020
    Bietigheim Steelers
    Bietigheim
  • 05/2018 → 05/2019
    Hc 05 Banska Bystrica
    Banska Bystrica
  • 05/2017 → 05/2018
    San Jose Barracuda
    San Jose, CA
  • 04/2015 → 05/2017
    New York Islanders
    Bridgeport, CT
  • 09/2020 → 02/2022
    Thrivent Investment Management Inc
    Cottage Grove, MN
  • 10/2020 → 02/2021
    Thrivent Financial
    Appleton, WI
  • 02/2021 → 02/2022
    Thrivent Financial
    Appleton, WI
  • 02/2022 → Present
    Fidelity Investments
    Edina, MN
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-04-06 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Edina, MN
  • 2020-11-23 → 2022-02-11
    Thrivent Investment Management Inc.
    Golden Valley, MN
    Burnsville, MN
    Cottage Grove, MN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-11-20
  • S66 Uniform Combined State Law Examination
    2020-11-20

View on SEC IAPD

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O'BRIEN-STALEY PARTNERS

Other Investors

ANDREW JAMES TUFFORD
STEPHANIE MEALMAN STUART
CHARLES ROBERT COOPER
LEO CHRISTOPHER ARMS
JOSEPH ROBERT DOLAN
AARON CHRISTOPHER BALSAM
KEVIN TERHAAR
MATTHEW SCOTT MOHNING

Other Offices

LPL FINANCIAL LLC · EDINA, MN
THOMAS LEO ADVISORY, LLC · MINNEAPOLIS, MN
STAIRWAY PARTNERS, LLC · MINNEAPOLIS, MN
MSM FINANCIAL, LLC · MINNEAPOLIS, MN
STAIRWAY PARTNERS, LLC · MINNEAPOLIS, MN
EDWARD JONES · MINNEAPOLIS, MN
U.S. BANCORP ADVISORS, LLC · Edina, MN
CETERA INVESTMENT ADVISERS LLC · MINNEAPOLIS, MN

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