Winston E. Imwalle
STRATEGIC ADVISERS LLC | Financial Consultant
OLNEY, MD
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CRD#: 5905155
Professional summary
Winston Edward Imwalle, CFP®, who also goes by Winston Edward Imwalle, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Olney, Maryland and FIDELITY BROKERAGE SERVICES LLC located in Rockville, Maryland.
Winston is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Winston has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
I partner with individuals and families to assist with some of their largest financial decisions they will ever face. My goal is to be the first place that you turn to for a holistic level of guidance. I leverage 11 years of industry experience (including 9 years with Fidelity) alongside the vast resources in the Fidelity universe to provide a first-class approach to wealth planning.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Winston Edward Imwalle
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.
CRS (Client Relationship Summary) - RIA
Click below to view Winston Edward Imwalle'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®
Education
University of Dayton
Bachelor of Science (BS) - Finance, Entrepreneurship
2013
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 402 King Farm Blvd Suite 150, Rockville, MD 20850-5997RIA
CRD#: 104555
OLNEY, MD
Current
July 1, 2013 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 402 King Farm Blvd. Suite 150, Rockville, MD 20850BD
CRD#: 7784
ROCKVILLE, MD
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
OLNEY, MD
Past
December 23, 2015 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
BETHESDA, MD
Past
September 17, 2012 - June 11, 2013
WESTMINSTER FINANCIAL ADVISORY CORP
RIA
CRD#: 110283
VANDALIA, OH
Past
July 6, 2012 - June 11, 2013
WESTMINSTER FINANCIAL SECURITIES, INC.
BD
CRD#: 20677
BEAVERCREEK, OH
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
Alabama(10/9/2020)
RR
Arizona(11/16/2020)
RR
California(4/23/2020)
RR
Colorado(4/23/2020)
RR
Connecticut(4/23/2020)
RR
Delaware(7/1/2013)
RR
District of Columbia(7/1/2013)
RR
Florida(9/30/2016)
RR
Georgia(2/12/2021)
RR
Idaho(7/21/2023)
RR
Illinois(4/23/2020)
RR
Indiana(9/30/2019)
RR
Louisiana(4/23/2020)
RR
Maryland(7/1/2013)
IAR
Maryland(3/31/2025)
RR
Massachusetts(4/23/2020)
RR
Nevada(3/4/2022)
RR
New Hampshire(1/17/2020)
RR
New Jersey(2/12/2021)
RR
New York(9/30/2016)
RR
North Carolina(2/3/2017)
RR
Ohio(3/8/2022)
RR
Oregon(3/4/2022)
RR
Pennsylvania(7/1/2013)
RR
Rhode Island(8/8/2020)
RR
South Carolina(11/16/2020)
RR
Tennessee(3/4/2022)
RR
Texas(5/25/2018)
IAR
Texas(3/31/2025)
RR
Virginia(7/1/2013)
RR
Washington(6/4/2021)
RR
West Virginia(9/30/2016)
RR
Wisconsin(7/18/2022)
Exams
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
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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
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Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Olney, MDTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
