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Erynn Danae Menefee

Strategic Advisers LLC

Chester, VA

Midlothian, VA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-03-31
VA RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31
  • VA RA
    APPROVED
    Since 2025-03-31

Branch Locations

Chester, VA • United States

15521 Midlothian Tpke Suite 101, Midlothian, VA 23113-7312 • 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
Wells Fargo Advisors, Llc Richmond VA 03/2015 11/2016
Wells Fargo Clearing Services, Llc Richmond VA 11/2016 03/2017
Alps Distributors Inc. Denver CO 04/2017 02/2018
Riverfront Investment Group Richmond VA 04/2017 02/2018
Morgan Stanley Smith Barney Llc Richmond VA 04/2018 06/2020
Morgan Stanley Private Bank, N.A. New York NY 04/2018 06/2020
Fidelity Investments Midlothian VA 06/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2015 → 11/2016
    Wells Fargo Advisors, Llc
    Richmond, VA
  • 11/2016 → 03/2017
    Wells Fargo Clearing Services, Llc
    Richmond, VA
  • 04/2017 → 02/2018
    Alps Distributors Inc.
    Denver, CO
  • 04/2017 → 02/2018
    Riverfront Investment Group
    Richmond, VA
  • 04/2018 → 06/2020
    Morgan Stanley Smith Barney Llc
    Richmond, VA
  • 04/2018 → 06/2020
    Morgan Stanley Private Bank, N.A.
    New York, NY
  • 06/2020 → Present
    Fidelity Investments
    Midlothian, VA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Other Businesses

OBA-128933|OrgNmn:board Member Perfusion Program Advisory Board |Org Addr:Richmond,Virginia,US|OBA Nature:Perfusion Program Advisory Boa|Invst Rel:N|Title:Member of the public for the comm|Duties:Quarterly meetings |StrtDt:04-10-26|TotHrs/mon:1|TrdHrs/mon:0|OBA-118807|OrgNmn:Twin Rivers HOA Board |Org Addr:Chester,Virginia,US|OBA Nature:Home Owners Association Twin R|Invst Rel:N|Title:Board Member |Duties:Helping the Twin Rivers Retirement Community |StrtDt:05-09-25|TotHrs/mon:3|TrdHrs/mon:0|OBA-15583|OrgNmn:Dewberry Properties LLC|Org Addr:Chester,Virginia,US|OBA Nature:rental properties|Invst Rel:Y|Title:Spouse to the principal (sole) pa|Duties:Pick up rent, coordinate maintenance services|StrtDt:06-16-17|TotHrs/mon:2|TrdHrs/mon:0|OBA-99585|OrgNmn:Book Writing|Org Addr:Chester,Virginia,US|OBA Nature:I will be writing non-fiction |Invst Rel:N|Title:Sole Proprietor|Duties:Writing|StrtDt:06-02-23|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-04-14
S63 Uniform Securities Agent State Law Examination 2012-06-11
  • S65 Uniform Investment Adviser Law Examination
    2016-04-14
  • S63 Uniform Securities Agent State Law Examination
    2012-06-11
Other Names
  • Erynn D Whelan
  • Erynn D Whelan
  • Erynn D Menefee

View on SEC IAPD

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