STEVEN D WERNER is an investment adviser representative (IAR) with state registration records since 2002, appearing at 5 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2023-11-30 | 2025-03-31 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2023-09-05 | 2023-10-13 | — |
| HARRISDIRECT LLC | 2009-04-20 | 2023-09-05 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2002-09-11 | 2004-11-30 | — |