Stephen D. Memery

ICONIC WEALTH MANAGEMENT

Alexandria, VA 22314

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CRD#: 2899787

Professional summary

Stephen Douglas Memery, who also goes by Steve Memery, is a registered financial advisor currently at ICONIC WEALTH MANAGEMENT located in Alexandria, Virginia.

Stephen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Stephen has worked at 12 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Steve Memery

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 Stephen Douglas Memery's 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 28, 2017 - Present

ICONIC WEALTH MANAGEMENT

Office #1: 600 Cameron St, Alexandria, VA 22314

RIA

CRD#: 287846

Alexandria, VA

Past

September 9, 2008 - April 26, 2018

OV CAPITAL

RIA

CRD#: 147959

ALEXANDRIA, VA

Past

July 12, 2007 - September 5, 2008

BAY CAPITAL ADVISORS, LLC

RIA

CRD#: 140796

VIENNA, VA

Past

April 27, 2005 - December 2, 2005

NEXT FINANCIAL GROUP, INC.

RIA

CRD#: 46214

RESTON, VA

Past

April 27, 2005 - December 2, 2005

NEXT FINANCIAL GROUP, INC.

CRD#: 46214

HOUSTON, TX

Past

November 18, 2004 - May 13, 2005

NYLIFE SECURITIES LLC

CRD#: 5167

NEW YORK, NY

Past

September 8, 2003 - July 26, 2004

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

WASHINGTON, DC

Past

September 5, 2003 - July 26, 2004

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

May 22, 2002 - September 10, 2003

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

WASHINGTON, DC

Past

October 24, 2000 - September 10, 2003

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Past

May 26, 2000 - November 6, 2000

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

ATLANTA, GA

Past

November 10, 1999 - May 26, 2000

CRESTAR SECURITIES CORPORATION

CRD#: 17464

RICHMOND, VA

Past

July 13, 1999 - November 11, 1999

HOWARD WEIL INCORPORATED

CRD#: 30958

NEW ORLEANS, LA

Past

March 19, 1999 - June 23, 1999

FIRST UNION BROKERAGE SERVICES, INC.

CRD#: 8112

CHARLOTTE, NC

Past

June 23, 1997 - February 4, 1999

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

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

Virginia
(3/28/2017)

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 65

Date: 7/14/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/7/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 6/20/1997

General Securities Representative Examination

Current Firm

ICONIC WEALTH MANAGEMENT

ICONIC WEALTH MANAGEMENT | ICONIC WEALTH MANAGEMENT LLC

CRD#: 287846 / SEC#:

Virginia

Registered Investment Advisory firm - (3/28/2017 Approved)

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Contact information

Main Address

217 N Royal St, Alexandria, VA 22314

Mailing Address

Phone number

(703) 891-9518

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	47
AUM (Assets Under Management)	$ 15,092,509

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

Stephen D. Memery

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephen Douglas Memery's CRS (Customer Relationship Summary).

Certified licenses

Experience

OV CAPITAL

BAY CAPITAL ADVISORS, LLC

NEXT FINANCIAL GROUP, INC.

NEXT FINANCIAL GROUP, INC.

NYLIFE SECURITIES LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

TRUIST INVESTMENT SERVICES, INC.

CRESTAR SECURITIES CORPORATION

HOWARD WEIL INCORPORATED

FIRST UNION BROKERAGE SERVICES, INC.

PRUDENTIAL EQUITY GROUP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/14/1997

Series 63

Date: 7/7/1997

Series 7

Date: 6/20/1997

Current Firm

ICONIC WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ICONIC WEALTH MANAGEMENT

TRUST BUT VERIFY

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