Steven Tolleson has been Managing Principal of Wealth Intelligently Navigated since January 2026, is a control person of the firm and directly owns between 50% and 75% of it. Steven Tolleson holds a Bachelor's degree from Darla Moore School of Business, University of South Carolina.
Wealth Intelligently Navigated, LLC is a Greer, SC firm with $533M under management, 408 clients and 7 advisers across 2 offices, as of its September 2026 filing.
Steven Tolleson is Co-Founder and Principal of WIN Wealth Advisors. Before becoming an advisor in 2016, he spent 12 years in professional baseball. He is Principal Owner, has built his practice since 2016, and has direct responsibility for portfolio management across the firm.
Steven Tolleson’s longest registration was 9 years at The Fiduciary Alliance (2016–2026). Before joining Wealth Intelligently Navigated in 2026, Steven Tolleson was registered through The Fiduciary Alliance and Lakeview Capital Partners, LLC.
- – present · under a yearSpartanburg, SC · Adviser representative · Firm CRD 340998
- The Fiduciary Alliance– · 9 yearsSpartanburg, SC · Adviser representative · Firm CRD 284924
- Lakeview Capital Partners, LLC– · 1 yearGreenville, SC · Adviser representative · Firm CRD 165931
Investment adviser representative registrations
Steven Tolleson is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from March 2026; the most recent is Texas, in April 2026.
- South CarolinaSince 31 March 2026
- TexasResidentSince 1 April 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 16 February 2015 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Steven Wayne Tolleson
- CRD
- 6276568
- Firm
- Wealth Intelligently Navigated · CRD 340998
- Role
- Managing Principal
- Office
- 150 E HENRY ST, BUILDING 2 FLOOR 3 , Spartanburg, SC 29306
- Registration
- Investment adviser registration
- In the industry since
- March 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- winwealthadvisors.com
Where does Steven Tolleson work?
Steven Tolleson has been Managing Principal of Wealth Intelligently Navigated, LLC since January 2026, and is a control person of the firm.
Is Steven Tolleson a financial advisor?
Yes. Steven Tolleson has a current investment-adviser registration in South Carolina and Texas, through Wealth Intelligently Navigated since March 2026.
How many years of experience does Steven Tolleson have?
Steven Tolleson has 11 years in the financial industry, since March 2015, across 3 adviser firms.
What exams has Steven Tolleson passed?
Steven Tolleson passed the Series 65 in February 2015.
Where did Steven Tolleson work before Wealth Intelligently Navigated?
Before Wealth Intelligently Navigated, Steven Tolleson was registered through Lakeview Capital Partners, LLC, February 2015 to October 2016.
Where is Steven Tolleson based?
Steven Tolleson’s registered office is in Spartanburg, SC.
Is Steven Tolleson registered with FINRA?
No. Steven Tolleson has no current broker registration.
How can I verify Steven Tolleson’s record?
Search CRD 6276568 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Steven Tolleson’s full registration record.