AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
ST

Steven W. Tolleson

WEALTH INTELLIGENTLY NAVIGATED
SPARTANBURG, SC 29306
Some features on this profile are disabled
CRD#: 6276568
ST

Professional summary

Steven Wayne Tolleson is a registered financial advisor currently at WEALTH INTELLIGENTLY NAVIGATED, LLC located in Spartanburg, South Carolina.

Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Steven has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 Steven Wayne Tolleson's CRS (Customer Relationship Summary).
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 31, 2026 - Present

WEALTH INTELLIGENTLY NAVIGATED, LLC

Office #1: 149 West Main Street Suite B, Spartanburg, SC 29306
RIA
CRD#: 340998
SPARTANBURG, SC
Past

November 1, 2016 - May 1, 2026

THE FIDUCIARY ALLIANCE

RIA
CRD#: 284924
SPARTANBURG, SC
Past

February 17, 2015 - October 6, 2016

BISON WEALTH, LLC

RIA
CRD#: 165931
GREENVILLE, SC

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
South Carolina
(3/31/2026)
IAR
Texas
(4/1/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/16/2015
Uniform Investment Adviser Law Examination

Current Firm

WI
WEALTH INTELLIGENTLY NAVIGATED, LLC
WEALTH INTELLIGENTLY NAVIGATED, LLC

CRD#: 340998 / SEC#: 801-135630

RIA
Registered Investment Advisory firm - (3/31/2026 120-Day Approval)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
149 West Main Street Suite B, Spartanburg, SC 29306
Mailing Address
Phone number
(540) 226-1254
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (6 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WIN ADV 2A (4/1/2026)
0

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

WEALTH INTELLIGENTLY NAVIGATED, LLC

CRD#: 340998Spartanburg, SC 29306

TRUST BUT VERIFY

Monitor Steven Tolleson

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

JB
Jose BaldiviezoAdvisorCheck Check Mark
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
RR
SAN DIEGO, CA
KZ
Kristina ZelenskiAdvisorCheck Check Mark
PFS INVESTMENTS INC.
RR
CRESTLINE, CA
Ralph Milburn Jones JR
Ralph JonesAdvisorCheck Check Mark
OPPENHEIMER & CO. INC.
IAR
RR
Denver, CO
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.