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RIA / WealthAdvisordual registered (broker-dealer)12 years in industry

KRISTEN CANDELLA

Advisor at STRATEGIC ADVISERS LLC

NAPLES, FL

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Search this name across graphsid dfx:ria:7971c30a-0ad4-ce54-ee75-f3bacd88c8f8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:22 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Nov 6, 2013 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: Oct 21, 2013earliest registration or exam on IAPD
Years in industry: 12derivedfrom 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: Oct 21, 2013
First registration: Nov 6, 2013
Dual registered: yes, broker-dealer
Other names: KRISTEN LYNN CANDELLA
IAPD individual key: 6080511

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	NAPLES, FL\|NAPLES, FL	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 13, 2018	Mar 31, 2025	no	BOSTON, MA\|NAPLES, FL	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Feb 13, 2017	Jul 13, 2018	no	NAPLES, FL	Previous registration
RBC CAPITAL MARKETS, LLC	National bd RIA	Aug 18, 2014	Jan 24, 2017	no	NEW HAVEN, CT\|HARTFORD, CT	Previous registration
PRIVATE CAPITAL GROUP, LLC	Former SEC adviser	Jan 31, 2014	May 8, 2014	no	WEST HARTFORD, CT	Previous registration
NFP ADVISOR SERVICES, LLC	Former SEC adviser	Nov 6, 2013	Jan 31, 2014	no	WEST HARTFORD, CT	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
RBC CAPITAL MARKETS, LLC	STRATEGIC ADVISERS LLC	Jan 24, 2017	Feb 13, 2017	20	Firm change	Ibd to ibd
PRIVATE CAPITAL GROUP, LLC	RBC CAPITAL MARKETS, LLC	May 8, 2014	Aug 18, 2014	102	Firm change	Other
NFP ADVISOR SERVICES, LLC	PRIVATE CAPITAL GROUP, LLC	Jan 31, 2014	Jan 31, 2014	0	Firm change	Other

Relationships

Registered with (5)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Feb 13, 2017 to Jul 13, 2018factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jul 13, 2018 to Mar 31, 2025factForm ADV
→ RBC CAPITAL MARKETS, LLCRegistered adviserregistration: previous registration
Aug 18, 2014 to Jan 24, 2017factForm ADV
→ PRIVATE CAPITAL GROUP, LLCRegistered adviserregistration: previous registration
Jan 31, 2014 to May 8, 2014factForm ADV
→ NFP ADVISOR SERVICES, LLCRegistered adviserregistration: previous registration
Nov 6, 2013 to Jan 31, 2014factForm ADV

Dated events

No dated event names this entity yet.