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RIA / WealthAdvisordual registered (broker-dealer)11 years in industry

STANLEY RONALD FELLS

Advisor at STRATEGIC ADVISERS LLC

KIRKLAND, WA | BELLEVUE, WA

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Search this name across graphsid dfx:ria:69c3b1dd-a4e8-6353-3dc3-eaf4ee81c419

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:45 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Aug 19, 2015 to Sep 15, 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: Mar 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Aug 14, 2015
First registration: Aug 19, 2015
Dual registered: yes, broker-dealer
Other names: STANLEY RONALD FELLS|STANLEY RONALD FELLS|STANLEY RONALD FELLS|JR FELLS|Stanley R FELLS|STANLEY R FELLS
IAPD individual key: 6068559

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	KIRKLAND, WA\|BELLEVUE, WA	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Aug 10, 2020	Mar 31, 2025	no	BELLEVUE, WA	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Jan 3, 2019	Jul 28, 2020	no	Lynnwood, WA\|LYNNWOOD, WA	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Jan 3, 2019	Jul 28, 2020	no	Lynnwood, WA	Previous registration
ESOTERIC WEALTH PARTNERS LLC	State registered	Jul 20, 2017	Dec 11, 2018	no	EDMOND, OK	Previous registration
SECURIAN FINANCIAL SERVICES, INC.	Former SEC adviser	Aug 19, 2015	Jul 19, 2017	no	Seattle, WA	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
TD AMERITRADE, INC.	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Jul 28, 2020	Jan 3, 2019	-572	Channel change	Other
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jul 28, 2020	Aug 10, 2020	13	Firm change	RIA to ibd
ESOTERIC WEALTH PARTNERS LLC	TD AMERITRADE, INC.	Dec 11, 2018	Jan 3, 2019	23	Firm change	Other
SECURIAN FINANCIAL SERVICES, INC.	ESOTERIC WEALTH PARTNERS LLC	Jul 19, 2017	Jul 20, 2017	1	Firm change	Other

Relationships

Registered with (6)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: current employment
Mar 31, 2025 to presentfactForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Aug 10, 2020 to Mar 31, 2025factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jan 3, 2019 to Jul 28, 2020factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Jan 3, 2019 to Jul 28, 2020factForm ADV
→ ESOTERIC WEALTH PARTNERS LLCRegistered adviserregistration: previous registration
Jul 20, 2017 to Dec 11, 2018factForm ADV
→ SECURIAN FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Aug 19, 2015 to Jul 19, 2017factForm ADV

Dated events

No dated event names this entity yet.