Stefen Mee
Investment Adviser Representative at Strategic Advisers LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Stefen Mee is an investment adviser representative with Strategic Advisers LLC in Merrimack, NH, where they have been registered since 2025, the year they entered the securities industry. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Massachusetts, New Hampshire, and Texas.
Office
Advisors at this office: 803
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Massachusetts, New Hampshire, Texas
- Broker:
52 states and territories
Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Ethel KennedyJun 2018 – Sep 2018Hyannis Port, MA
- Ethel KennedyJun 2017 – Sep 2017Hyannis Port, MA
- Oyster Harbors CLUBMay 2022 – Aug 2022Osterville, MA
- Barnstable HIGH SchoolSep 2016 – Jun 2021Hyannis, MA
- Oyster Harbors CLUBJun 2023 – Aug 2023Osterville, MA
- CAPE COD FIVE Cents Savings BANKMay 2024 – Aug 2024Hyannis, MA
- Oyster Harbors CLUBJun 2025 – Jul 2025Osterville, MA
- Milestone Financial PlanningFeb 2025 – Apr 2025Bedford, NH
- Atlantis Sports CLUB & SPAJun 2021 – Aug 2021Hyannis, MA
- Fidelity InvestmentsJul 2025 – no end date reportedMerrimack, NH
- Bentley UniversityJun 2021 – Jun 2025Waltham, MA
- Oyster Harbors CLUBMay 2021 – Aug 2021Osterville, MA
- Oyster Harbors CLUBJul 2024 – Aug 2024Osterville, MA
- Demelo BrothersJun 2019 – Aug 2019Marstons Mills, MA
- DoordashDec 2024 – Feb 2025Centerville, MA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Strategic Advisers LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 17,064
- Offices listed on AdvisorFinder:
- 3
- Main office:
- Boston, MA
- SEC file number:
- 801-13243
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 30, 2026
View full firm profileOther advisors at Strategic Advisers LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Stefen Mee has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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