STEVEN G. WOLFE is an investment adviser representative (IAR) with state registration records since 2013, 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 | 2021-02-17 | 2025-03-31 | — |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 2016-10-14 | 2020-11-13 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2014-11-06 | 2016-09-26 | — |
| EATON VANCE MANAGEMENT | 2013-12-16 | 2014-10-14 | — |