SR
Scottie B. Ringer
STRATEGIC ADVISERS LLC
DOUGLASVILLE, GA
Some features on this profile are disabled
CRD#: 2405062
SR
Professional summary
Scottie B Ringer, who also goes by Scottie Bernell Ringer, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Douglasville, Georgia and FIDELITY BROKERAGE SERVICES LLC located in Jacksonville, Florida.
Scottie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Scottie has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Scottie Bernell Ringer
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
OBA-60739|OrgNmn:Lyft|Org Addr:Douglasvil,Georgia,US|OBA Nature:Ride Share|Invst Rel:N|Title:Independent Contractor|Duties:Ride Share Service|StrtDt:07-02-2021|TotHrs/mon:10|TrdHrs/mon:0|OBA-60737|OrgNmn:UBER|Org Addr:Douglasvil,Georgia,US|OBA Nature:Driving people around|Invst Rel:N|Title:Independent Contractor|Duties:Driving people around|StrtDt:07-02-2021|TotHrs/mon:10|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Scottie B Ringer's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
DOUGLASVILLE, GA
Current
July 13, 2021 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246BD
CRD#: 7784
Jacksonville, FL
Past
July 21, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
DOUGLASVILLE, GA
Past
September 23, 2013 - April 23, 2021
LINCOLN INVESTMENT
RIA
CRD#: 519
ATLANTA, GA
Past
September 12, 2013 - April 23, 2021
LINCOLN INVESTMENT
BD
CRD#: 519
ATLANTA, GA
Past
June 1, 2011 - July 3, 2013
VALIC FINANCIAL ADVISORS, INC.
RIA
CRD#: 42803
ATLANTA, GA
Past
May 18, 2011 - July 3, 2013
VALIC FINANCIAL ADVISORS, INC.
BD
CRD#: 42803
ATLANTA, GA
Past
July 13, 2010 - February 24, 2011
QUESTAR ASSET MANAGEMENT, INC.
RIA
CRD#: 133358
MINNEAPOLIS, MN
Past
May 21, 2010 - February 24, 2011
QUESTAR CAPITAL CORPORATION
BD
CRD#: 43100
DOUGLASVILLE, GA
Past
January 18, 2006 - November 2, 2009
TRUIST INVESTMENT SERVICES, INC.
RIA
CRD#: 17499
ATLANTA, GA
Past
January 9, 2006 - November 2, 2009
TRUIST INVESTMENT SERVICES, INC.
BD
CRD#: 17499
ATLANTA, GA
Past
December 11, 2000 - December 15, 2005
BANC OF AMERICA INVESTMENT SERVICES, INC.
RIA
CRD#: 16361
WASHINGTON, DC
Past
November 20, 2000 - December 15, 2005
BANC OF AMERICA INVESTMENT SERVICES, INC.
BD
CRD#: 16361
BOSTON, MA
Past
October 4, 1993 - November 24, 2000
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
SMITHFIELD, RI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(7/16/2021)
RR
Alaska(8/2/2021)
RR
Arizona(7/22/2021)
RR
Arkansas(7/14/2021)
RR
California(7/14/2021)
RR
Colorado(7/19/2021)
RR
Connecticut(7/14/2021)
RR
Delaware(7/19/2021)
RR
District of Columbia(7/13/2021)
RR
Florida(8/17/2021)
RR
Georgia(7/14/2021)
IAR
Georgia(3/31/2025)
RR
Hawaii(7/14/2021)
RR
Idaho(7/13/2021)
RR
Illinois(7/20/2021)
RR
Indiana(7/14/2021)
RR
Iowa(7/14/2021)
RR
Kansas(7/14/2021)
RR
Kentucky(7/15/2021)
RR
Louisiana(7/20/2021)
RR
Maine(7/14/2021)
RR
Maryland(7/14/2021)
RR
Massachusetts(8/10/2021)
RR
Michigan(7/19/2021)
RR
Minnesota(7/14/2021)
RR
Mississippi(7/14/2021)
RR
Missouri(7/13/2021)
RR
Montana(7/16/2021)
RR
Nebraska(7/14/2021)
RR
Nevada(7/26/2021)
RR
New Hampshire(7/13/2021)
RR
New Jersey(7/16/2021)
RR
New Mexico(7/14/2021)
RR
New York(8/1/2021)
RR
North Carolina(7/14/2021)
RR
North Dakota(7/19/2021)
RR
Ohio(7/13/2021)
RR
Oklahoma(7/15/2021)
RR
Oregon(7/26/2021)
RR
Pennsylvania(7/14/2021)
RR
Puerto Rico(7/13/2021)
RR
Rhode Island(7/14/2021)
RR
South Carolina(7/15/2021)
RR
South Dakota(8/3/2021)
RR
Tennessee(7/21/2021)
RR
Texas(7/14/2021)
IAR
Texas(3/31/2025)
RR
Utah(7/13/2021)
RR
Vermont(7/14/2021)
RR
Virginia(7/26/2021)
RR
Washington(7/14/2021)
RR
West Virginia(7/26/2021)
RR
Wisconsin(7/15/2021)
RR
Wyoming(7/15/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
