Wesley Plunk

Strategic Advisers LLC

Mountain Brook, AL

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
AL	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

AL RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

Mountain Brook, AL • United States

216 Summit Blvd Suite 218, Birmingham, AL 35243-3507 • 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

Organization	City	State	From	To
Fidelity Investments	Birmingham	AL	02/2011	Present
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	Present
Fidelity Investments	Boston	MA	03/2025	Present

02/2011 → Present

Fidelity Investments

Birmingham, AL
07/2018 → Present

Fidelity Personal And Workplace Advisors

Boston, MA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2018-07-13 → 2025-03-31

Fidelity Personal And Workplace Advisors

Boston, MA

Mountain Brook, AL

Birmingham, AL
2011-03-14 → 2018-07-13

Strategic Advisers Llc

Birmingham, AL
2010-11-20 → 2011-01-27

Osaic Fa, Inc.

Nashville, TN
2008-10-31 → 2008-11-11

J.C. Reed Advisory Group, Llc

Franklin, TN

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2010-06-30
S65	Uniform Investment Adviser Law Examination	2008-10-29

S63 Uniform Securities Agent State Law Examination

2010-06-30
S65 Uniform Investment Adviser Law Examination

2008-10-29

Other Names

Wesley Joseph Plunk

View on SEC IAPD

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