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Wesley Wilson

Strategic Advisers LLC

Davenport, FL

Sarasota, FL

CRD 7776254

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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Davenport, FL • United States

201 N Cattlemen Rd, Sarasota, FL 34243-4743 • 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
Nexthome Santana Real Estate Vero Beach FL 05/2022 05/2023
Fanatics Inc Jacksonville FL 02/2020 01/2021
Greater Orlando Sports Commission Orlando FL 09/2015 01/2020
Unemployed Vero Beach FL 01/2021 05/2022
Fidelity Investments Vero Beach FL 06/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2022 → 05/2023
    Nexthome Santana Real Estate
    Vero Beach, FL
  • 02/2020 → 01/2021
    Fanatics Inc
    Jacksonville, FL
  • 09/2015 → 01/2020
    Greater Orlando Sports Commission
    Orlando, FL
  • 01/2021 → 05/2022
    Unemployed
    Vero Beach, FL
  • 06/2023 → Present
    Fidelity Investments
    Vero Beach, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-12-19 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Vero Beach, FL
    Vero Beach, FL
Other Businesses

OBA-100215|OrgNmn:Cornerstone Capital Partners LLC|Org Addr:Vero Beach,Florida,US|OBA Nature:Vacation Rental Holding Compan|Invst Rel:Y|Title:Director|Duties:none property is professionally managed|StrtDt:12-01-22|TotHrs/mon:6|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-23
S63 Uniform Securities Agent State Law Examination 2023-12-21
  • S66 Uniform Combined State Law Examination
    2024-08-23
  • S63 Uniform Securities Agent State Law Examination
    2023-12-21
Other Names
  • Wesley Earvin Wilson
  • Wesley Wilson

View on SEC IAPD

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