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RIA / WealthAdvisorChartered Financial Consultantdual registered (broker-dealer)10 years in industry

COLLEEN ARREDONDO

Advisor at STRATEGIC ADVISERS LLC

THE VILLAGES, FL | LADY LAKE, FL

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Search this name across graphsid dfx:ria:e8b39605-ee52-668d-a848-ad49d2b5aa45

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jun 2, 2017 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: Oct 1, 2015earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Chartered Financial Consultant
Exams: S65|S63
First exam: Apr 16, 2017
First registration: Jun 2, 2017
Dual registered: yes, broker-dealer
Other names: COLLEEN HEGARTY|Colleen A Anderson|COLLEEN A ARREDONDO|COLLEEN ALYCE ARREDONDO
IAPD individual key: 6588689

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	LADY LAKE, FL\|THE VILLAGES, FL	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Oct 4, 2022	Mar 31, 2025	no	THE VILLAGES, FL	Previous registration
DESTINY WEALTH PARTNERS, LLC	Independent wealth	May 15, 2020	Mar 24, 2022	no	TAVARES, FL	Previous registration
CWM, LLC	Bd affiliated wealth	Sep 19, 2018	Jul 1, 2020	no	The Villages, FL	Previous registration
RUGGIE WEALTH MANAGEMENT	Former SEC adviser	Jun 2, 2017	Jan 7, 2021	no	TAVARES, 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
DESTINY WEALTH PARTNERS, LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Mar 24, 2022	Oct 4, 2022	194	Firm change	RIA to ibd
RUGGIE WEALTH MANAGEMENT	CWM, LLC	Jan 7, 2021	Sep 19, 2018	-841	Firm change after gap	RIA to RIA
CWM, LLC	DESTINY WEALTH PARTNERS, LLC	Jul 1, 2020	May 15, 2020	-47	Firm change after gap	Ibd to RIA

Relationships

Registered with (5)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: current employment
Mar 31, 2025 to presentfactForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Oct 4, 2022 to Mar 31, 2025factForm ADV
→ DESTINY WEALTH PARTNERS, LLCRegistered adviserregistration: previous registration
May 15, 2020 to Mar 24, 2022factForm ADV
→ RUGGIE WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Jun 2, 2017 to Jan 7, 2021factForm ADV
→ CWM, LLCRegistered adviserregistration: previous registration
Sep 19, 2018 to Jul 1, 2020factForm ADV

Dated events

Occurred
Mar 24, 2022
Advisor changed firm
Colleen Arredondo left Destiny Wealth Partners, Llc for Fidelity Personal And Workplace Advisors (registered 2022-10-04)
Form ADVobserved 4 days ago