Best Investors Account Sign in
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-03-31
SC RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NC RA
    APPROVED
    Since 2025-03-31
  • SC RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

4611 Sharon Rd Two Coltsgate, Charlotte, NC 28211-3529 • United States

Charlotte, NC • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 07/2022 07/2023
Unemployed Charleston SC 06/2022 06/2022
Full-Time Education At The Citadel Charleston SC 08/2021 05/2022
Bank Of America Internship Charleston SC 06/2021 08/2021
Full-Time Education At The Citadel Charleston SC 08/2020 05/2021
Unemployed Charleston SC 06/2020 07/2020
Full-Time Education At The American College Of Greece Athens 01/2020 05/2020
Full-Time Education At The Citadel Charleston SC 08/2019 12/2019
Daniel Island Marina Charleston SC 06/2019 07/2019
Full-Time Education At The Citadel Charleston SC 08/2018 05/2019
Daniel Island Marina Charleston SC 06/2018 07/2018
Full-Time Education At Bishop England High School Charleston SC 08/2017 05/2018
Lowcountry Premier Custom Homes Charleston SC 06/2017 07/2017
Full-Time Education At Bishop England High School Charleston SC 08/2016 05/2017
Fidelity Investments Charlotte NC 07/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2022 → 07/2023
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Charlotte, NC
  • 06/2022 → 06/2022
    Unemployed
    Charleston, SC
  • 08/2021 → 05/2022
    Full-Time Education At The Citadel
    Charleston, SC
  • 06/2021 → 08/2021
    Bank Of America Internship
    Charleston, SC
  • 08/2020 → 05/2021
    Full-Time Education At The Citadel
    Charleston, SC
  • 06/2020 → 07/2020
    Unemployed
    Charleston, SC
  • 01/2020 → 05/2020
    Full-Time Education At The American College Of Greece
    Athens
  • 08/2019 → 12/2019
    Full-Time Education At The Citadel
    Charleston, SC
  • 06/2019 → 07/2019
    Daniel Island Marina
    Charleston, SC
  • 08/2018 → 05/2019
    Full-Time Education At The Citadel
    Charleston, SC
  • 06/2018 → 07/2018
    Daniel Island Marina
    Charleston, SC
  • 08/2017 → 05/2018
    Full-Time Education At Bishop England High School
    Charleston, SC
  • 06/2017 → 07/2017
    Lowcountry Premier Custom Homes
    Charleston, SC
  • 08/2016 → 05/2017
    Full-Time Education At Bishop England High School
    Charleston, SC
  • 07/2023 → Present
    Fidelity Investments
    Charlotte, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-08-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Charlotte, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-19
  • S66 Uniform Combined State Law Examination
    2023-05-19
Other Names
  • Wesley A Munn

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Charlotte, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor