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RIA / WealthAdvisordual registered (broker-dealer)18 years in industry

EILEEN M CAMPBELL

Advisor at STRATEGIC ADVISERS LLC

ATLANTIC BEACH, FL

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Search this name across graphsid dfx:ria:45733cb0-517f-a20e-3cac-3b0616d9fa49

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Dec 20, 2007 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: STRATEGIC ADVISERS LLC
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 18, 2007earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Dec 18, 2007
First registration: Dec 20, 2007
Dual registered: yes, broker-dealer
Other names: EILEEN MARIE KANE|EILEEN MARIE BEHAN|EILEEN MARIE CAMPBELL
IAPD individual key: 5436304

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	n/a	yes	ATLANTIC BEACH, FL	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 13, 2018	Mar 31, 2025	no	BOSTON, MA\|ATLANTIC BEACH, FL\|FAIRFIELD, CT	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Aug 29, 2012	Jul 13, 2018	no	JACKSONVILLE, FL	Previous registration
USAA FINANCIAL PLANNING SERVICES	Former SEC adviser	Jan 4, 2010	Jun 25, 2012	no	TAMPA, FL	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Dec 20, 2007	May 13, 2009	no	TAMPA, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
STRATEGIC ADVISERS LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jul 13, 2018	Jul 13, 2018	0	Bulk transfer	Ibd to new firm
USAA FINANCIAL PLANNING SERVICES	STRATEGIC ADVISERS LLC	Jun 25, 2012	Aug 29, 2012	65	Firm change	Other
UBS FINANCIAL SERVICES INC.	USAA FINANCIAL PLANNING SERVICES	May 13, 2009	Jan 4, 2010	236	Firm change	Wirehouse to new firm

Relationships

Registered with (4)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Aug 29, 2012 to Jul 13, 2018factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jul 13, 2018 to Mar 31, 2025factForm ADV
→ USAA FINANCIAL PLANNING SERVICESRegistered adviserregistration: previous registration
Jan 4, 2010 to Jun 25, 2012factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Dec 20, 2007 to May 13, 2009factForm ADV

Dated events

No dated event names this entity yet.