Margaret Wiley is a registered investment advisor, based in Stamford, CT, with 16 years of industry experience.
Location
400 Atlantic Street, Floor 10, Suite 1020, Stamford, CT, 06901-3512
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Regulatory History (1)
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Customer Dispute
May 2020Settled
Other Business Activities
Margaret works as an independent contractor for Freedom Street Partners and is an owner of FSP Enterprise, LLC and Margaret N. Wiley, LLC, dedicating a significant amount of time to these activities. She also serves on the boards of several non-profit organizations, including the Suffolk Education Foundation, WHRO, Suffolk Rotary Club, and Every Age Board of Directors, requiring minimal time commitments.
Employment History
Current Registrations
Steward Partners Investment Solutions, LLC
March 2024 - Present · 2 yrs 2 mos
Steward Partners Investment Advisory, LLC
March 2024 - Present · 2 yrs 2 mos
Steward Partners Investment Solutions, LLCBroker
March 2024 - Present · 2 yrs 2 mos
Previous Registrations
Elan Wealth Management, L.L.C.
April 2024 - January 2025 · 9 mos
Raymond James Financial Services Advisors, INC
December 2017 - March 2024 · 6 yrs 3 mos
Raymond James Financial Services, INC.Broker
November 2017 - March 2024 · 6 yrs 4 mos
Edward Jones
August 2009 - November 2017 · 8 yrs 3 mos
Edward JonesBroker
August 2009 - November 2017 · 8 yrs 3 mos
State Registrations21 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.