Lonya T. Mull
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Lonya T. Mull, CFP®, who also goes by Lonya Lashawn Mull, Lonya Taylor Mull, Lonya Mull, Lonya Lashawn Taylor, was a registered financial professional .
Lonya is a previously registered financial professional and started their career in finance in 2001. Lonya had worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 9 and Series 10 exams.
Biography
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Education
University of Memphis
Master of Business Administration (MBA) - Finance
2000
Spelman College
Bachelor of Arts (BA) - Economics
1996
Experience
March 31, 2025 - July 30, 2026
STRATEGIC ADVISERS LLC
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
November 11, 2010 - July 13, 2018
STRATEGIC ADVISERS LLC
March 12, 2010 - July 30, 2026
FIDELITY BROKERAGE SERVICES LLC
September 26, 2001 - September 20, 2007
FIRST HORIZON ADVISORS, INC.
Primary Firm SEC Registration
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
Contact information
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
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.
Company Information
STRATEGIC ADVISERS LLC
PWM, Investment Management ConsultantCRD#: 104555TRUST BUT VERIFY
Monitor Lonya Mull
Get automatic monthly alerts on:
