# STEVEN BALLANTYNE

STEVEN BALLANTYNE is an investment adviser representative (IAR) with state registration records since 2003, appearing at 6 firms. Currently registered with STRATEGIC ADVISERS LLC.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 2025-05-22 | present | Yes |
| [EDWARD D. JONES & CO., L.P.](https://search.stillhousedata.com/firm/250) | 2024-07-19 | 2025-04-23 | — |
| [FIDELITY PERSONAL AND WORKPLACE ADVISORS](https://search.stillhousedata.com/firm/288590) | 2018-07-13 | 2024-07-05 | — |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 2013-05-13 | 2018-07-13 | — |
| [OSAIC WEALTH, INC.](https://search.stillhousedata.com/firm/23131) | 2012-02-09 | 2013-04-22 | — |
| [FIRST WESTERN ADVISORS](https://search.stillhousedata.com/firm/13623) | 2005-04-12 | 2012-02-06 | — |
| [TD AMERITRADE, INC.](https://search.stillhousedata.com/firm/7870) | 2003-05-28 | 2005-04-11 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2641076)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2641076.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.