Best Investors Account Sign in

Stephen Jacob Wynn

Strategic Advisers LLC

Mount Pleasant, SC

Mount Pleasant, SC

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

75 Port City Landing Suite 410, Mount Pleasant, SC 29464-1871 • United States

Mount Pleasant, SC • 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
Pruco Securities, Llc Mt. Pleasant SC 04/2016 02/2018
The Prudential Insurance Company Of America Mt. Pleasant SC 05/2016 02/2018
Td Ameritrade Mt. Pleasant SC 02/2018 11/2020
Fidelity Investments Hilton Head Island SC 11/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2016 → 02/2018
    Pruco Securities, Llc
    Mt. Pleasant, SC
  • 05/2016 → 02/2018
    The Prudential Insurance Company Of America
    Mt. Pleasant, SC
  • 02/2018 → 11/2020
    Td Ameritrade
    Mt. Pleasant, SC
  • 11/2020 → Present
    Fidelity Investments
    Hilton Head Island, SC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-12-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Mount Pleasant, SC
  • 2018-03-06 → 2020-11-24
    Td Ameritrade, Inc.
    Mt. Pleasant, SC
  • 2018-03-06 → 2020-11-24
    Td Ameritrade Investment Management, Llc
    Mt. Pleasant, SC
  • 2017-05-09 → 2018-02-28
    Pruco Securities, Llc.
    Mt. Pleasant, SC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-05-05
S63 Uniform Securities Agent State Law Examination 2016-05-05
  • S66 Uniform Combined State Law Examination
    2017-05-05
  • S63 Uniform Securities Agent State Law Examination
    2016-05-05
Other Names
  • Jake Wynn
  • Stephen Jacob Wynn
  • Stephen Wynn

View on SEC IAPD

More in Mount Pleasant, SC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor