Stephanie E. Meket

WISE WEALTH MANAGEMENT

New York, NY 10017

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CRD#: 2210681

Professional summary

Stephanie Elizabeth Meket, who also goes by Stephaine Elizabeth Meket, is a registered financial advisor currently at WISE WEALTH MANAGEMENT, LLC located in New York, New York.

Stephanie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Stephanie has worked at 8 firms and has passed the Series 66, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Stephaine Elizabeth Meket

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephanie Elizabeth Meket's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 1, 2021 - Present

WISE WEALTH MANAGEMENT, LLC

Office #1: 100 Park Avenue Suite 1600, New York, NY 10017

RIA

CRD#: 133614

New York, NY

Past

May 31, 2005 - September 26, 2006

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

NEW YORK, NY

Past

April 1, 2002 - June 2, 2005

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

ST. PETERSBURG, FL

Past

January 2, 2002 - April 12, 2002

NATHAN & LEWIS SECURITIES, INC.

CRD#: 8503

NEW YORK, NY

Past

May 18, 2001 - December 31, 2001

CHRISTOPHER STREET FINANCIAL, INC.

CRD#: 10250

NEW YORK, NY

Past

June 21, 1993 - November 19, 1993

J.P. MORGAN SECURITIES LLC

CRD#: 79

Past

May 11, 1992 - April 23, 1993

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

Past

February 21, 1992 - May 29, 1992

LEHMAN BROTHERS INC.

CRD#: 7506

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

WISE WEALTH MANAGEMENT, LLC

CRD#: 133614 / SEC#: 801-71367

RIA

Registered Investment Advisory firm - (5/4/2010 Approved)

New York

Registered Investment Advisory firm - (6/9/2010 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New York
(3/1/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/4/2002

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 6/11/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 5/17/2001

General Securities Representative Examination

Current Firm

WISE WEALTH MANAGEMENT, LLC

CRD#: 133614 / SEC#: 801-71367

RIA

Registered Investment Advisory firm - (5/4/2010 Approved)

New York

Registered Investment Advisory firm - (6/9/2010 Terminated)

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Contact information

Main Address

100 Park Avenue Suite 1600, New York, NY 10017

Mailing Address

Phone number

(212) 567-1416

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2 (5/8/2025)

Regulatory assets under management

Total Number of Accounts	106
AUM (Assets Under Management)	$ 119,067,121

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Stephanie E. Meket

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephanie Elizabeth Meket's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

RAYMOND JAMES FINANCIAL SERVICES, INC.

NATHAN & LEWIS SECURITIES, INC.

CHRISTOPHER STREET FINANCIAL, INC.

J.P. MORGAN SECURITIES LLC

PRUDENTIAL EQUITY GROUP, LLC

LEHMAN BROTHERS INC.

Primary Firm SEC Registration

WISE WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/4/2002

Series 63

Date: 6/11/2001

Series 7

Date: 5/17/2001

Current Firm

WISE WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WISE WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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