Stephen Wynn, financial advisor Mount Pleasant SC

Stephen Wynn

CRD Number: 6280257
Current Firm: Fidelity Personal And Workplace Advisors

Stephen Wynn (CRD# 6280257) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Mount Pleasant, SC and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Hilton Head Island, SC Nov 2020 - Current 1
Td Ameritrade Mt. Pleasant, SC Feb 2018 - Nov 2020 2
The Prudential Insurance Company Of America Mt. Pleasant, SC May 2016 - Feb 2018 1
Pruco Securities, LLC Mt. Pleasant, SC Apr 2016 - Feb 2018 1
Redwine & Company, Inc. Charleston, SC Mar 2013 - Apr 2016 3
Sib Development Charleston, SC Sep 2012 - Feb 2013 < 1
College Of Charleston Charleston, SC Jun 2004 - Aug 2012 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2016
S66 NASAA Uniform Combined State Law Examination May 2017
Contact Info for Stephen J. Wynn
Phone Number: 617-563-7000
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    566,242
    MILLIONS
  • Total Number of Accounts
    1,216,586
    ACCOUNTS
  • Average Account Value
    $465,435
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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