RBC Capital Markets
47yrs
Top advisor by experience in Orlando
10yrs
Stephen Magee
Financial advisor at Strategic Advisers
Stephen Magee is a fiduciary financial advisor in Orlando, Florida, with 10 years in the industry. After three years at Fidelity Personal and Workplace Advisors and less than a year at Wells Fargo Advisors, Stephen joined Strategic Advisers in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets and flat fees.
One of 1039 advisors with offices in Orlando, and one of 968 fiduciaries.
At a glance
Experience10 years (since 2016)
How that compares ?More experience than 59% of advisors at Strategic Advisers
OfficeOrlando, FL
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2021 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- Jul 2021 – Aug 2021Wells Fargo Clearing Services, LLCPreviously
Questions to ask Stephen
Tailored to Stephen’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Stephen
How do I contact Stephen?
Call Strategic Advisers at 617-563-7000 and ask for Stephen Magee. Stephen works from the Orlando, FL office.
How long has Stephen been a financial advisor?
Stephen has been in the industry since 2016, about 10 years. More experience than 59% of advisors at Strategic Advisers.
What licenses does Stephen hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Stephen a fiduciary?
Stephen is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Stephen paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Stephen for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
M Holdings Securities
46yrs
Top 1% by experience in Orlando
Morgan Stanley
46yrs
Top 1% by experience in Orlando
Wells Fargo Advisors
45yrs
Top 1% by experience in Orlando
Valic Financial Advisors
44yrs
Top 1% by experience in Orlando
Ameriprise Financial Services
44yrs
Top 1% by experience in Orlando