Stevon L. Webster
Professional summary
Stevon Lamar Webster, who also goes by Steve L. Webster, Stevon L Webster, Stevon Lamar Webster, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Nashville, Tennessee and FIDELITY BROKERAGE SERVICES LLC located in Franklin, Tennessee.
Stevon is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Stevon has worked at 7 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Stevon Lamar Webster's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 4031 Aspen Grove Dr Suite 490, Franklin, TN 37067-2939September 27, 2013 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 4031 Aspen Grove Drive Suite 490, Franklin, TN 37067July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
October 7, 2013 - July 13, 2018
STRATEGIC ADVISERS LLC
September 26, 2012 - September 23, 2013
CURIAN CAPITAL, LLC
September 26, 2012 - September 23, 2013
CURIAN CLEARING, LLC
November 13, 2008 - September 5, 2012
TD AMERITRADE, INC.
November 13, 2008 - September 5, 2012
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
November 6, 2008 - September 5, 2012
TD AMERITRADE, INC.
March 23, 2004 - October 27, 2008
STRATEGIC ADVISERS LLC
October 30, 2001 - October 27, 2008
FIDELITY BROKERAGE SERVICES LLC
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
(9/27/2013)
(4/23/2020)
(1/4/2019)
(9/18/2020)
(2/10/2022)
(9/27/2013)
(1/6/2017)
(1/6/2017)
(9/27/2013)
(1/4/2025)
(5/19/2023)
(1/4/2025)
(1/5/2018)
(8/8/2020)
(1/12/2021)
(1/4/2025)
(11/21/2017)
(5/31/2017)
(1/9/2017)
(7/21/2023)
(10/31/2016)
(1/4/2019)
(9/27/2013)
(3/31/2025)
(4/23/2020)
(3/31/2025)
(1/4/2019)
(3/25/2023)
(1/4/2025)
Exams
FINRA
New York Stock Exchange
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.
