Stephanie Meket has been Managing Member/Chief Compliance Officer of Wise Wealth Management since December 2004, is a control person of the firm and directly owns 75% or more of it.
Wise Wealth Management, LLC is a New York, NY firm with $130M under management, 79 clients and 2 advisers across 2 offices, as of its March 2026 filing.
- Wise Wealth Management, LLCCurrent– present · 5 yearsNew York, NY · Adviser representative · Firm CRD 133614
Investment adviser representative registrations
Stephanie Meket is registered as an investment adviser representative in New York, since March 2021.
- New YorkSince 1 March 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 4 February 2002 |
| Series 63 | Uniform Securities Agent State Law Examination | 11 June 2001 |
| Series 7 | General Securities Representative Examination | 17 May 2001 |
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Stephanie Elizabeth Meket
- CRD
- 2210681
- Firm
- Wise Wealth Management · CRD 133614
- Role
- Managing Member/Chief Compliance Officer
- Office
- 100 PARK AVENUE, SUITE 1600, New York, NY 10017
- Registration
- Investment adviser registration
- In the industry since
- February 2021
- Disciplinary history
- Not yet shown here · SEC record
Where does Stephanie Meket work?
Stephanie Meket has been Managing Member/Chief Compliance Officer of Wise Wealth Management, LLC since December 2004, and is a control person of the firm.
Is Stephanie Meket a financial advisor?
Yes. Stephanie Meket has a current investment-adviser registration in New York, through Wise Wealth Management since March 2021.
How many years of experience does Stephanie Meket have?
Stephanie Meket has 5 years in the financial industry, since February 2021, across 1 adviser firm.
What exams has Stephanie Meket passed?
Stephanie Meket has passed 3 licensing exams: the Series 7, Series 63 and Series 66. The earliest, the Series 7, was passed in May 2001.
Where is Stephanie Meket based?
Stephanie Meket’s registered office is in New York, NY.
Is Stephanie Meket registered with FINRA?
No. Stephanie Meket has no current broker registration.
How can I verify Stephanie Meket’s record?
Search CRD 2210681 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Stephanie Meket’s full registration record.