DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Teyonna S. Harris

Strategic Advisers LLCnational BDLoganville, Gadual registrantIAPD 5365309

Feed of 09/14/2026

Also filed as Teyonna S Rivera

At current firm

0 y

since Sep 29, 2025

In the industry

18 y

since Oct 26, 2007 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Strategic Advisers LLC national BD current
since Sep 29, 2025 · Loganville, Ga
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Feb 11, 2025 to Jul 15, 2025 · Duluth, Ga
Empower Advisory Group, LLC BD affiliated
Jan 9, 2023 to Mar 28, 2023 · Loganville, Ga
Manning & Napier Advisors, LLC mixed wealth
Mar 27, 2020 to Dec 12, 2022 · Pittsburg, Pa
Citizens Securities, Inc. BD affiliated
Mar 26, 2018 to Sep 9, 2019 · Carnegie, Pa
Wells Fargo Advisors wirehouse
Dec 15, 2015 to Apr 9, 2018 · Pittsburgh, Pa
Td Ameritrade, Inc. former
Sep 12, 2013 to Dec 7, 2015 · Pittsburgh, Pa
Td Ameritrade Investment Management, LLC former
Sep 12, 2013 to Dec 7, 2015 · Pittsburgh, Pa
Morgan Stanley wirehouse
Sep 16, 2010 to Mar 1, 2011 · Ponte Vedra Beach, Fl

Moves

a registration end followed by a registration begin elsewhere

Merrill Lynch, Pierce, Fenner & Smith Incorporated to Strategic Advisers LLC
left Jul 15, 2025, registered Sep 29, 2025 (76 days) · Wirehouse to affiliated broker-dealer or bank
Empower Advisory Group, LLC to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Mar 28, 2023, registered Feb 11, 2025 (686 days) · Affiliated broker-dealer or bank to wirehouse
Manning & Napier Advisors, LLC to Empower Advisory Group, LLC
left Dec 12, 2022, registered Jan 9, 2023 (28 days) · RIA to affiliated broker-dealer or bank
Citizens Securities, Inc. to Manning & Napier Advisors, LLC
left Sep 9, 2019, registered Mar 27, 2020 (200 days) · Affiliated broker-dealer or bank to independent RIA
Wells Fargo Advisors to Citizens Securities, Inc.
left Apr 9, 2018, registered Mar 26, 2018 (-14 days) · Wirehouse to affiliated broker-dealer or bank
Td Ameritrade, Inc. to Td Ameritrade Investment Management, LLC
left Dec 7, 2015, registered Sep 12, 2013 (-816 days) · Other
Td Ameritrade Investment Management, LLC to Td Ameritrade, Inc.
left Dec 7, 2015, registered Sep 12, 2013 (-816 days) · channel change inside one enterprise, not a move
Morgan Stanley to Td Ameritrade, Inc.
left Mar 1, 2011, registered Sep 12, 2013 (926 days) · Wirehouse to a newly registered adviser (no RAUM reported yet)

Signals

Teyonna S. Harris left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Strategic Advisers Llc (registered 2025-09-29)
Jul 15, 2025 · Advisor changed firm · fact
Teyonna S. Harris left Empower Advisory Group, Llc for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2025-02-11)
Mar 28, 2023 · Advisor changed firm · fact
Teyonna S. Harris left Manning & Napier Advisors, Llc for Empower Advisory Group, Llc (registered 2023-01-09)
Dec 12, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: National broker-dealer RIAderived
Years in industry: 18derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address