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RIA / WealthAdvisordual registered (broker-dealer)20 years in industry

STEPHEN GELINA

Advisor at STRATEGIC ADVISERS LLC

SANTEE, CA | SAN DIEGO, CA

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Search this name across graphsid dfx:ria:9dc81a8f-1cf1-0bba-554b-03a4133cfb6a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Aug 9, 2006 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: Aug 8, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom 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 8, 2006
First registration: Aug 9, 2006
Dual registered: yes, broker-dealer
Other names: STEPHEN F GELINA|STEPHEN FRASER GELINA
IAPD individual key: 5017311

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	SANTEE, CA\|SAN DIEGO, CA	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 13, 2018	Mar 31, 2025	no	BOSTON, MA\|SAN DIEGO, CA\|SANTEE, CA	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	May 21, 2013	Jul 13, 2018	no	SACRAMENTO, CA\|SAN DIEGO, CA	Previous registration
U.S. BANCORP ADVISORS, LLC	Bd affiliated wealth	Jun 28, 2012	May 13, 2013	no	SAN DIEGO, CA\|SAN DIEGO, CA	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Sep 13, 2010	Feb 14, 2012	no	ST. LOUIS, MO\|LA JOLLA, CA\|LA JOLLA, CA	Previous registration
WELLS FARGO INVESTMENTS, LLC	n/a	Aug 9, 2006	Apr 27, 2010	no	SAN DIEGO, CA\|SAN DIEGO, CA\|SAN DIEGO, CA	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
U.S. BANCORP ADVISORS, LLC	STRATEGIC ADVISERS LLC	May 13, 2013	May 21, 2013	8	Firm change	Other
WELLS FARGO ADVISORS	U.S. BANCORP ADVISORS, LLC	Feb 14, 2012	Jun 28, 2012	135	Firm change	Other
WELLS FARGO INVESTMENTS, LLC	WELLS FARGO ADVISORS	Apr 27, 2010	Sep 13, 2010	139	Firm change	Other

Relationships

Registered with (5)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
May 21, 2013 to Jul 13, 2018factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jul 13, 2018 to Mar 31, 2025factForm ADV
→ U.S. BANCORP ADVISORS, LLCRegistered adviserregistration: previous registration
Jun 28, 2012 to May 13, 2013factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Sep 13, 2010 to Feb 14, 2012factForm ADV
→ WELLS FARGO INVESTMENTS, LLCRegistered adviserregistration: previous registration
Aug 9, 2006 to Apr 27, 2010factForm ADV

Dated events

No dated event names this entity yet.