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Fallyn Stephens

Strategic Advisers LLC

Columbus, OH

Columbus, OH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

1324 Polaris Pkwy Polaris Fashion Place, Columbus, OH 43240-2038 • United States

Columbus, OH • 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
Ameriprise Financial Services, Llc Marion OH 05/2021 08/2023
Adelphi University Garden City NY 08/2017 08/2020
Adelphi University Garden City NY 10/2017 03/2020
Whirlpool Corporation Marion OH 04/2020 09/2020
Hamar Basketball Club Hveragerdi 09/2020 04/2021
Goodwill Marion OH 05/2018 08/2018
Geico Woodbury NY 06/2019 08/2019
Unemployed Marion OH 08/2016 08/2017
Fidelity Investments Columbus OH 08/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2021 → 08/2023
    Ameriprise Financial Services, Llc
    Marion, OH
  • 08/2017 → 08/2020
    Adelphi University
    Garden City, NY
  • 10/2017 → 03/2020
    Adelphi University
    Garden City, NY
  • 04/2020 → 09/2020
    Whirlpool Corporation
    Marion, OH
  • 09/2020 → 04/2021
    Hamar Basketball Club
    Hveragerdi
  • 05/2018 → 08/2018
    Goodwill
    Marion, OH
  • 06/2019 → 08/2019
    Geico
    Woodbury, NY
  • 08/2016 → 08/2017
    Unemployed
    Marion, OH
  • 08/2023 → Present
    Fidelity Investments
    Columbus, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Other Businesses

OBA-101427|OrgNmn:Just Hoops by Shoot-a-way|Org Addr:Powell,Ohio,US|OBA Nature:Basketball training facility |Invst Rel:N|Title:Coach|Duties:Running basketball camps and workout sessions |StrtDt:05-27-23|TotHrs/mon:12|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-29
  • S66 Uniform Combined State Law Examination
    2022-07-29

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDELMAN FINANCIAL ENGINES
ACCOLADE ASSET/LIABILITY ADVISORY SERVICES
SIGNATURE EQUITY PARTNERS, LLC
PARK AVENUE SECURITIES LLC
W&S BROKERAGE SERVICES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
RBC CAPITAL MARKETS, LLC

Other Investors

CARL DAVID WEISE
BEVERLY ANN RESSLER
DANIELLE BALL
HEATHER LYNN WITTEN
BRENT WAGNER
BRIAN ALOYSIUS CARRETTA
ANDREW C WAGES
Alan Robert Beymer

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · COLUMBUS, OH
EDELMAN FINANCIAL ENGINES · COLUMBUS, OH
ACCOLADE ASSET/LIABILITY ADVISORY SERVICES · COLUMBUS, OH
SIGNATURE EQUITY PARTNERS, LLC · Columbus, OH
PARK AVENUE SECURITIES LLC · COLUMBUS, OH
W&S BROKERAGE SERVICES, INC. · Columbus, OH
AMERIPRISE FINANCIAL SERVICES, LLC · COLUMBUS, OH
PARK AVENUE SECURITIES LLC · COLUMBUS, OH

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