Stephen Magee

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-03-31

FL RA
APPROVED

Since 2025-03-31

Branch Locations

Orlando, FL • 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
Wells Fargo Advisors, Llc.	Orlando	FL	09/2016	11/2016
Wells Fargo Bank Na	Orlando	FL	05/2012	08/2021
Wells Fargo Clearing Services, Llc	Orlando	FL	11/2016	08/2021
Fidelity Investments	Orlando	FL	08/2021	Present
Fidelity Investments	Boston	MA	03/2025	Present

09/2016 → 11/2016

Wells Fargo Advisors, Llc.

Orlando, FL
05/2012 → 08/2021

Wells Fargo Bank Na

Orlando, FL
11/2016 → 08/2021

Wells Fargo Clearing Services, Llc

Orlando, FL
08/2021 → Present

Fidelity Investments

Orlando, FL
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2021-10-14 → 2025-03-31

Fidelity Personal And Workplace Advisors

Jacksonville, FL
2021-07-15 → 2021-08-20

Wells Fargo Clearing Services, Llc

Orlando, FL

Orlando, FL

Other Businesses

OBA-61914|OrgNmn:Magee Aerial Media|Org Addr:Orlando,Florida,US|OBA Nature:Drone video and photography se|Invst Rel:N|Title:Owner|Duties:Video and photo editing.|StrtDt:03-03-21|TotHrs/mon:16|TrdHrs/mon:0|

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-07-14
S63	Uniform Securities Agent State Law Examination	2016-11-16

S66 Uniform Combined State Law Examination

2021-07-14
S63 Uniform Securities Agent State Law Examination

2016-11-16

Other Names

Stephen Magee
Stephen Michael Magee

View on SEC IAPD

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