Wesley Alexander Munn
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
3 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJul 2023 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2022 to Jul 2023
- UnemployedJun 2022 to Jun 2022
- Full-time Education At the CitadelAug 2021 to May 2022
- Bank of America InternshipJun 2021 to Aug 2021
- Full-time Education At the CitadelAug 2020 to May 2021
- UnemployedJun 2020 to Jul 2020
- Full-time Education At the American College of GreeceJan 2020 to May 2020
- Full-time Education At the CitadelAug 2019 to Dec 2019
- Daniel Island MarinaJun 2019 to Jul 2019
- Full-time Education At the CitadelAug 2018 to May 2019
- Daniel Island MarinaJun 2018 to Jul 2018
- Full-time Education At Bishop England High SchoolAug 2017 to May 2018
- Lowcountry Premier Custom HomesJun 2017 to Jul 2017
- Full-time Education At Bishop England High SchoolAug 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 3 states (NC, SC, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7390343
- Firm CRD
- 104555