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Stephen Porter

Strategic Advisers LLC

Annapolis, MD

Frederick, MD

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

1901 Towne Centre Boulevard Suite 135, Annapolis, MD 21401-3047 • United States

Frederick, MD • 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
Fidelity Investments Annapolis MD 03/2023 Present
Unemployment Annapolis MD 11/2022 03/2023
The Federal Savings Bank Elkridge MD 05/2022 11/2022
Newrez Llc Columbia MD 04/2021 04/2022
The Federal Savings Bank Elkridge MD 07/2020 03/2021
Capital Bank, N.A. Rockville MD 11/2019 05/2020
Sierra Pacific Mortgage Company Columbia MD 07/2019 11/2019
Newdayusa Fulton MD 10/2017 05/2019
Unemployment Hanover PA 10/2016 10/2017
North Hanover Ymca Hanover PA 04/2016 10/2016
Fidelity Investments Boston MA 03/2025 Present
  • 03/2023 → Present
    Fidelity Investments
    Annapolis, MD
  • 11/2022 → 03/2023
    Unemployment
    Annapolis, MD
  • 05/2022 → 11/2022
    The Federal Savings Bank
    Elkridge, MD
  • 04/2021 → 04/2022
    Newrez Llc
    Columbia, MD
  • 07/2020 → 03/2021
    The Federal Savings Bank
    Elkridge, MD
  • 11/2019 → 05/2020
    Capital Bank, N.A.
    Rockville, MD
  • 07/2019 → 11/2019
    Sierra Pacific Mortgage Company
    Columbia, MD
  • 10/2017 → 05/2019
    Newdayusa
    Fulton, MD
  • 10/2016 → 10/2017
    Unemployment
    Hanover, PA
  • 04/2016 → 10/2016
    North Hanover Ymca
    Hanover, PA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-10-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Annapolis, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-28
  • S66 Uniform Combined State Law Examination
    2023-07-28
Other Names
  • Stephen Glenn Porter
  • Stephen Porter
  • Stephen Glenn Porter

View on SEC IAPD

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Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · ANNAPOLIS, MD
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · ANNAPOLIS, MD
CETERA INVESTMENT ADVISERS LLC · Annapolis, MD
RCS FINANCIAL PLANNING, LLC · ANNAPOLIS, MD
AMERIPRISE FINANCIAL SERVICES, LLC · Annapolis, MD
MARINER INDEPENDENT · Annapolis, MD
EQUITABLE ADVISORS, LLC · ANNAPOLIS, MD
WELLS FARGO CLEARING SERVICES, LLC · ANNAPOLIS, MD

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