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ER

Evelyn Rhines

STRATEGIC ADVISERS
RICHFIELD, MN
Some features on this profile are disabled
CRD#: 4442212
ER

Professional summary

Evelyn Rhines, who also goes by Evelyn Alene Rhines, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Richfield, Minnesota and FIDELITY BROKERAGE SERVICES LLC located in Salt Lake City, Utah.

Evelyn is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Evelyn has worked at 14 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Evelyn Alene Rhines

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Evelyn Rhines's CRS (Customer Relationship Summary).
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®
None

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
RICHFIELD, MN
Current

May 18, 2021 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 49 North 400 West, Salt Lake City, UT 84101
BD
CRD#: 7784
Salt Lake City, UT
Past

June 14, 2021 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
WESTLAKE, TX
Past

March 23, 2018 - March 23, 2021

RBC CAPITAL MARKETS, LLC

RIA
CRD#: 31194
MINNEAPOLIS, MN
Past

March 23, 2018 - March 23, 2021

RBC CAPITAL MARKETS, LLC

BD
CRD#: 31194
MINNEAPOLIS, MN
Past

January 12, 2017 - March 9, 2018

SCOTTRADE INVESTMENT MANAGEMENT

RIA
CRD#: 169988
SAINT LOUIS, MO
Past

February 2, 2015 - March 9, 2018

SCOTTRADE, INC.

BD
CRD#: 8206
MINNEAPOLIS, MN
Past

September 3, 2013 - February 3, 2015

CETERA WEALTH SERVICES, LLC

RIA
CRD#: 13572
PLYMOUTH, MN
Past

September 3, 2013 - February 3, 2015

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
PLYMOUTH, MN
Past

June 29, 2012 - September 3, 2013

TOWER SQUARE SECURITIES, INC.

RIA
CRD#: 833
PLYMOUTH, MN
Past

April 11, 2012 - September 3, 2013

TOWER SQUARE SECURITIES, INC.

BD
CRD#: 833
PLYMOUTH, MN
Past

April 12, 2011 - November 7, 2011

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
MINNEAPOLIS, MN
Past

April 12, 2011 - November 7, 2011

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
MINNEAPOLIS, MN
Past

July 14, 2008 - October 8, 2010

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA
CRD#: 16164
ST. PAUL, MN
Past

July 14, 2008 - October 8, 2010

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
ST. PAUL, MN
Past

September 29, 2005 - June 20, 2008

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
BLOOMINGTON, MN
Past

February 8, 2002 - November 8, 2004

WADDELL & REED

BD
CRD#: 866
OVERLAND PARK, KS
Past

October 3, 2001 - November 30, 2001

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

October 3, 2001 - November 30, 2001

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

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
(6/3/2021)
RR
Alaska
(6/3/2021)
RR
Arizona
(6/3/2021)
RR
Arkansas
(6/3/2021)
RR
California
(6/3/2021)
RR
Colorado
(6/3/2021)
RR
Connecticut
(6/3/2021)
RR
Delaware
(6/3/2021)
RR
District of Columbia
(6/3/2021)
RR
Florida
(6/3/2021)
RR
Georgia
(6/3/2021)
RR
Hawaii
(6/3/2021)
RR
Idaho
(6/3/2021)
RR
Illinois
(6/3/2021)
RR
Indiana
(6/3/2021)
RR
Iowa
(6/3/2021)
RR
Kansas
(6/3/2021)
RR
Kentucky
(6/3/2021)
RR
Louisiana
(6/3/2021)
RR
Maine
(6/3/2021)
RR
Maryland
(6/3/2021)
RR
Massachusetts
(6/3/2021)
RR
Michigan
(6/3/2021)
RR
Minnesota
(5/18/2021)
IAR
Minnesota
(3/31/2025)
RR
Mississippi
(6/3/2021)
RR
Missouri
(6/3/2021)
RR
Montana
(6/3/2021)
RR
Nebraska
(6/3/2021)
RR
Nevada
(6/3/2021)
RR
New Hampshire
(6/3/2021)
RR
New Jersey
(6/3/2021)
RR
New Mexico
(6/3/2021)
RR
New York
(6/3/2021)
RR
North Carolina
(6/3/2021)
RR
North Dakota
(6/3/2021)
RR
Ohio
(6/4/2021)
RR
Oklahoma
(6/3/2021)
RR
Oregon
(6/3/2021)
RR
Pennsylvania
(6/3/2021)
RR
Rhode Island
(6/3/2021)
RR
South Carolina
(6/3/2021)
RR
South Dakota
(6/3/2021)
RR
Tennessee
(6/3/2021)
RR
Texas
(6/3/2021)
IAR
Texas
(3/31/2025)
RR
Utah
(6/3/2021)
RR
Vermont
(6/3/2021)
RR
Virginia
(6/3/2021)
RR
Washington
(6/3/2021)
RR
West Virginia
(6/3/2021)
RR
Wisconsin
(6/3/2021)
RR
Wyoming
(6/3/2021)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/22/2008
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/2/2001
General Securities Representative Examination
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)
PREMIUM
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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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)
FIDELITY STRATEGIC DISCIPLINES (11/10/2025)
FIDELITY WEALTH SERVICES (9/10/2025)
STRATEGIC ADVISERS LLC (9/10/2025)
FIDELITY MANAGED FIDFOLIOS (3/31/2025)
FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)
FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

Regulatory assets under management

Total Number of Accounts2,486,631
AUM (Assets Under Management)$ 1,067,664,605,590

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
09/24/2025
Cover Page
Report

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

CRD#: 104555Richfield, MN

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