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RIA / WealthAdvisordual registered (broker-dealer)10 years in industry

IRENE SHAWNTAY CROMARTIE

Advisor at STRATEGIC ADVISERS LLC

TAMPA, FL

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Search this name across graphsid dfx:ria:f20b2280-4b01-5dea-72a1-2b6341c9fd30

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:08 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jun 18, 2021 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: Jun 1, 2016earliest 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: 3
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Jun 16, 2021
First registration: Jun 18, 2021
Dual registered: yes, broker-dealer
Other names: Irene Levell|Irene Simmons|Irene Shawntay Cromartie|IRENE CROMARTIE
IAPD individual key: 7232621

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	TAMPA, FL	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jun 15, 2023	Mar 31, 2025	no	TAMPA, FL	Previous registration
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Aug 16, 2021	Oct 20, 2022	no	SAINT PETERSBURG, FL	Previous registration
RAYMOND JAMES & ASSOCIATES, INC.	National bd RIA	Jun 18, 2021	Dec 10, 2021	no	ST. PETERSBURG, 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
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Oct 20, 2022	Jun 15, 2023	238	Firm change	Ibd to ibd
RAYMOND JAMES & ASSOCIATES, INC.	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Dec 10, 2021	Aug 16, 2021	-116	Firm change after gap	Ibd to ibd

Relationships

Registered with (4)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: current employment
Mar 31, 2025 to presentfactForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jun 15, 2023 to Mar 31, 2025factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Aug 16, 2021 to Oct 20, 2022factForm ADV
→ RAYMOND JAMES & ASSOCIATES, INC.Registered adviserregistration: previous registration
Jun 18, 2021 to Dec 10, 2021factForm ADV

Dated events

Occurred
Oct 20, 2022
Advisor changed firm
Irene Shawntay Cromartie left Raymond James Financial Services Advisors, Inc for Fidelity Personal And Workplace Advisors (registered 2023-06-15)
Form ADVobserved 5 days ago