Erynn D. Menefee
STRATEGIC ADVISERS LLC | Financial Consultant
CHESTER, VA
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CRD#: 5821077
Professional summary
Erynn Danae Menefee, who also goes by Erynn D Menefee, Erynn D Whelan, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Chester, Virginia and FIDELITY BROKERAGE SERVICES LLC located in Midlothian, Virginia.
Erynn is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Erynn has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Biography
I have made a career in helping clients navigate their finances through seasons of transitions in their lives. As your financial consultant, we will work together to review what you have done so far with your finances and develop an implementable game plan for you to keep you on track with your goals.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Erynn D Menefee | Erynn D Whelan
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.
OBA-118807|OrgNmn:Twin Rivers HOA Board |Org Addr:Chester,Virginia,US|OBA Nature:Home Owners Association Twin R|Invst Rel:N|Title:Board Member |Duties:Helping the Twin Rivers Retirement Community |StrtDt:05-09-25|TotHrs/mon:3|TrdHrs/mon:0|OBA-15583|OrgNmn:Dewberry Properties LLC|Org Addr:Chester,Virginia,US|OBA Nature:rental properties|Invst Rel:Y|Title:Spouse to the principal (sole) pa|Duties:Pick up rent, coordinate maintenance services|StrtDt:06-16-17|TotHrs/mon:2|TrdHrs/mon:0|OBA-99585|OrgNmn:Book Writing|Org Addr:Chester,Virginia,US|OBA Nature:I will be writing non-fiction |Invst Rel:N|Title:Sole Proprietor|Duties:Writing|StrtDt:06-02-23|TotHrs/mon:20|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Erynn Danae Menefee'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®
NoneEducation
Germanna Community College
Bachelor of Business Studies (BBS) - Finance
Old Dominion University
Bachelor of Arts (BA) - Finance
John Tyler Community College
Bachelor of Business Studies (BBS) - Finance
J. Sargeant Reynolds Community
Bachelor of Business Studies (BBS) - Finance
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 15521 Midlothian Tpke, Midlothian, VA 23113RIA
CRD#: 104555
CHESTER, VA
Current
July 10, 2020 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 15521 Midlothian Tpke Suite 101, Midlothian, VA 23113BD
CRD#: 7784
MIDLOTHIAN, VA
Past
July 14, 2020 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
MIDLOTHIAN, VA
Past
April 27, 2018 - June 23, 2020
MORGAN STANLEY
RIA
CRD#: 149777
RICHMOND, VA
Past
April 27, 2018 - June 23, 2020
MORGAN STANLEY
BD
CRD#: 149777
RICHMOND, VA
Past
April 24, 2017 - March 2, 2018
RIVERFRONT INVESTMENT GROUP, LLC
RIA
CRD#: 146221
RICHMOND, VA
Past
April 6, 2017 - February 22, 2018
ALPS DISTRIBUTORS, INC.
BD
CRD#: 16853
RICHMOND, VA
Past
April 28, 2015 - April 3, 2017
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
RICHMOND, VA
Past
April 6, 2015 - April 3, 2017
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
RICHMOND, VA
Past
October 5, 2011 - April 6, 2015
DAVENPORT & COMPANY LLC
BD
CRD#: 1588
FREDERICKSBURG, VA
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(3/19/2025)
RR
Arkansas(7/18/2025)
RR
District of Columbia(7/10/2020)
RR
Florida(2/12/2021)
RR
Georgia(3/7/2024)
RR
Indiana(3/26/2025)
RR
Iowa(5/30/2025)
RR
Kentucky(8/20/2024)
RR
Louisiana(12/17/2024)
RR
Maryland(9/9/2020)
RR
Massachusetts(5/3/2024)
RR
Michigan(1/9/2024)
RR
Missouri(2/5/2024)
RR
New Jersey(12/10/2024)
RR
New York(3/25/2023)
RR
North Carolina(7/10/2020)
RR
Ohio(2/20/2024)
RR
Oklahoma(8/28/2025)
RR
Oregon(6/10/2025)
RR
Pennsylvania(10/31/2024)
RR
South Carolina(10/4/2024)
RR
Tennessee(1/28/2025)
RR
Texas(1/6/2024)
IAR
Texas(3/31/2025)
RR
Utah(12/19/2023)
RR
Virginia(7/10/2020)
IAR
Virginia(3/31/2025)
RR
Wisconsin(10/9/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
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
Financial ConsultantCRD#: 104555Chester, VATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
