DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at STRATEGIC ADVISERS LLC
AVON LAKE, OH | WESTLAKE, OH
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| STRATEGIC ADVISERS LLC | National bd RIA | Mar 31, 2025 | n/a | yes | WESTLAKE, OH|AVON LAKE, OH | Current employment |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Nov 23, 2021 | Mar 31, 2025 | no | AVON LAKE, OH | Previous registration |
| PARK AVENUE SECURITIES LLC | Bd affiliated wealth | Jul 31, 2020 | Nov 1, 2021 | no | BEACHWOOD, OH | Previous registration |
| CITIZENS SECURITIES, INC. | Bd affiliated wealth | Jun 24, 2020 | Jul 15, 2020 | no | FAIRLAWN, OH|FAIRVIEW PARK, OH|AVON, OH | Previous registration |
| FISHER INVESTMENTS | Independent wealth | Jul 12, 2019 | May 15, 2020 | no | PLANO, TX|AVON, OH | Previous registration |
| PNC CAPITAL ADVISORS LLC | Other adviser | Jul 16, 2014 | Jul 5, 2019 | no | CLEVELAND, OH | Previous registration |
| PNC WEALTH MANAGEMENT | Bd affiliated wealth | May 17, 2013 | Jul 7, 2014 | no | CLEVELAND, OH | Previous registration |
| EDWARD JONES | National bd RIA | Aug 5, 2009 | May 7, 2013 | no | ST LOUIS, MO|ALACHUA, FL|HUNTLEY, IL|AVON LAKE, OH|ST LOUIS, MO | Previous registration |
| 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 |
| PARK AVENUE SECURITIES LLC | FIDELITY PERSONAL AND WORKPLACE ADVISORS | Nov 1, 2021 | Nov 23, 2021 | 22 | Firm change | Ibd to ibd |
| CITIZENS SECURITIES, INC. | PARK AVENUE SECURITIES LLC | Jul 15, 2020 | Jul 31, 2020 | 16 | Firm change | Ibd to ibd |
| FISHER INVESTMENTS | CITIZENS SECURITIES, INC. | May 15, 2020 | Jun 24, 2020 | 40 | Firm change | RIA to ibd |
| PNC CAPITAL ADVISORS LLC | FISHER INVESTMENTS | Jul 5, 2019 | Jul 12, 2019 | 7 | Firm change | Other |
| PNC WEALTH MANAGEMENT | PNC CAPITAL ADVISORS LLC | Jul 7, 2014 | Jul 16, 2014 | 9 | Firm change | Other |
| EDWARD JONES | PNC WEALTH MANAGEMENT | May 7, 2013 | May 17, 2013 | 10 | Firm change | Other |