Angela H. Garris
STRATEGIC ADVISERS LLC | Financial Consultant
CHESTER, VA
Some features on this profile are disabled
CRD#: 2501351
Professional summary
Angela Hembrick Garris, who also goes by Angela H Garris, Angela Hembrick Garris, Angie Hembrick Garris, Angie Garris, Denise Garris, Angela Hembrick, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Chester, Virginia and FIDELITY BROKERAGE SERVICES LLC located in Midlothian, Virginia.
Angela is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Angela has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 26 exams.
Biography
As a Financial Consultant, I am passionate about helping clients simplify their financial lives by having a plan in place. My focus is to grow and protect wealth as well as guide and prepare my clients for unexpected surprises in life as well as address their financial needs and desires.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Angela H Garris | Angela Hembrick Garris | Angie Hembrick Garris | Angie Garris | Denise Garris | Angela Hembrick
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-64123|OrgNmn:Melaleuca|Org Addr:Chester,Virginia,US|OBA Nature:Wellness Company|Invst Rel:N|Title:Preferred Membor|Duties:Sharing experiences and providing education of wellness products|StrtDt:11-15-2021|TotHrs/mon:25|TrdHrs/mon:0|OBA-7235|OrgNmn:Keller Williams Realty|Org Addr:Chester,Virginia,US|OBA Nature:Providing assistance with purc|Invst Rel:N|Title:Realtor|Duties:Provide assistance in purchasing homes/refer clients to other realtors|StrtDt:06-02-2008|TotHrs/mon:5|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Angela Hembrick Garris'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®
NoneEducation
Virginia Commonwealth University
Bachelors of Science - Finance Insurance
1999
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 15521 Midlothian Tpke, Midlothian, VA 23113RIA
CRD#: 104555
CHESTER, VA
Current
October 7, 2016 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 15521 Midlothian Tpke Suite 101, Midlothian, VA 23113BD
CRD#: 7784
MIDLOTHIAN, VA
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
MIDLOTHIAN, VA
Past
May 30, 2017 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
MIDLOTHIAN, VA
Past
March 31, 2011 - October 31, 2014
TRUIST INVESTMENT SERVICES, INC.
BD
CRD#: 17499
RICHMOND, VA
Past
March 13, 2008 - May 27, 2009
RIVERSOURCE DISTRIBUTORS, INC.
BD
CRD#: 139135
MINNEAPOLIS, MN
Past
December 9, 1998 - March 10, 2008
CAPITAL BROKERAGE CORPORATION
BD
CRD#: 10465
RICHMOND, VA
Past
January 2, 1997 - February 6, 1998
BANCWEST INVESTMENT SERVICES, INC.
BD
CRD#: 29357
OMAHA, NE
Past
July 25, 1994 - December 31, 1996
DETWILER FENTON WEALTH MANAGEMENT INC
BD
CRD#: 16063
BOSTON, MA
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(1/22/2021)
RR
Arizona(5/8/2025)
RR
California(6/4/2021)
RR
Colorado(5/8/2025)
RR
District of Columbia(11/3/2022)
RR
Florida(1/20/2020)
RR
Georgia(1/22/2021)
RR
Louisiana(5/8/2025)
RR
Maryland(1/10/2022)
RR
Massachusetts(5/8/2025)
RR
Michigan(7/21/2023)
RR
Minnesota(5/8/2025)
RR
Mississippi(1/6/2023)
RR
Nebraska(8/18/2025)
RR
New Hampshire(7/16/2024)
RR
New Jersey(3/1/2024)
RR
New York(11/11/2020)
RR
North Carolina(2/13/2018)
RR
Pennsylvania(2/12/2018)
RR
South Carolina(1/20/2020)
RR
Tennessee(2/13/2018)
RR
Texas(1/6/2024)
IAR
Texas(3/31/2025)
RR
Virginia(10/7/2016)
IAR
Virginia(3/31/2025)
RR
West Virginia(1/12/2021)
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
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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.
Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Chester, VATRUST BUT VERIFY
Monitor Angela Garris
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
