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Terrance J. Stevens

Strategic Advisers LLC

Newburgh, NY

Nanuet, NY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Newburgh, NY • United States

2142 Fashion Drive, Nanuet, NY 10954-2747 • 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 Bank, Na Danbury CT 07/2015 03/2023
Wells Fargo Clearing Services, Llc Danbury CT 01/2017 03/2023
Fidelity Investments Albany NY 03/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2015 → 03/2023
    Wells Fargo Bank, Na
    Danbury, CT
  • 01/2017 → 03/2023
    Wells Fargo Clearing Services, Llc
    Danbury, CT
  • 03/2023 → Present
    Fidelity Investments
    Albany, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-05-11 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Nanuet, NY
  • 2017-04-27 → 2023-03-15
    Wells Fargo Clearing Services, Llc
    Danbury, CT
    Purchase, NY
    Southbury, CT
    Melville, NY
    Wilton, CT
Other Businesses

OBA-97573|OrgNmn:S & R 1st Property|Org Addr:Newburgh,New York,US|OBA Nature:LLC for real Estate|Invst Rel:Y|Title:50% Owner|Duties:Manager property when purhasesed|StrtDt:08-28-19|TotHrs/mon:0.01|TrdHrs/mon:0.01|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-04-27
S63 Uniform Securities Agent State Law Examination 2017-04-06
  • S65 Uniform Investment Adviser Law Examination
    2017-04-27
  • S63 Uniform Securities Agent State Law Examination
    2017-04-06
Other Names
  • Terrance Stevens
  • Terrance Jermaine Stevens

View on SEC IAPD

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