Margaret Newell Wiley

Current Employers

Employment History

• 06/2009 → 11/2017
  Edward Jones
  Suffolk, VA
• 11/2017 → 03/2024
  Raymond James Financial Services, Inc.
  Suffolk, VA
• 12/2017 → 03/2024
  Raymond James Financial Services Advisors Inc.
  Suffolk, VA
• 11/2017 → 03/2024
  Freedom Street Partners
  Suffolk, VA
• 03/2024 → Present
  Steward Partners Global Advisory, Llc
  Suffolk, VA
• 03/2024 → Present
  Steward Partners Investment Solutions, Llc
  Suffolk, VA
• 03/2024 → Present
  Steward Partners Investment Advisory, Llc
  Suffolk, VA
• 03/2024 → 12/2024
  Elan Wealth Management, Llc
  Suffolk, VA

Previous Registrations

• 2024-04-09 → 2025-01-28
  Elan Wealth Management, L.L.C.
  Suffolk, VA
  Southern Shores, NC
  Suffolk, VA
  Suffolk, VA
• 2017-12-01 → 2024-03-15
  Raymond James Financial Services Advisors, Inc
  Suffolk, VA
• 2009-08-25 → 2017-11-10
  Edward Jones
  St Louis, MO
  Williamsburg, VA
  Hayes, VA
  Suffolk, VA
  Suffolk, VA
  Suffolk, VA

Other Businesses

1) Name of Business: Freedom Street Partners Address: 2000 Hillpoint Blvd N. Suite 200, Suffolk, VA, 23434, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 11/10/2017 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Daily responsibilities of a financial advisor 2) Name of Business: FSP Enterprise, LLC Address: 2000 Hillpoint Blvd N Ste 200, Suffolk, VA, 23434-7681, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 02/28/2023 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41-80 Description of duties: Owner 3) Name of Business: Margaret N. Wiley, LLC Address: 2000 Hillpoint Blvd N. Suite 200, Suffolk, VA, 23434, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 11/10/2017 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: daily responsibilities of a financial advisor 4) Name of Business: Margaret N. Wiley, LLC Holding Address: 2000 Hillpoint Blvd N Ste 200, Suffolk, VA, 23434-7681, United States Activity Type: Business Owner Position/Title: Officer - President Investment Related: No Start Date: 02/28/2023 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41-80 Description of duties: Holding Company for FSP enterprises LLC. 5) Name of Business: Rental Property; City/State: Suffolk, VA; Activity Type: Real Estate for Rent/Lease; Position/Title: Landlord; Investment-related: No; Start Date: 08/28/2026; Hours per month devoted to this activity: <4; Hours per month devoted to this activity: <4; Description of duties: Traditional role of a landlord.

Exams

• S66 Uniform Combined State Law Examination
  2009-08-21

Other Names

• Margaret Jennifer Newell
• Margie Newell Wiley