ER
Evelyn A. Rhines
STRATEGIC ADVISERS LLC
RICHFIELD, MN
Some features on this profile are disabled
CRD#: 4442212
ER
Professional summary
Evelyn Alene 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.
OBA-58805|OrgNmn:Ryker Ladies|Org Addr:Richfield,Minnesota,US|OBA Nature:Motorcycle Riding Club|Invst Rel:N|Title:Sole Proprietor|Duties:Plan riding events, sell accessories sometimes and other motorcycle related acitvies.|StrtDt:03-23-19|TotHrs/mon:5|TrdHrs/mon:0|OBA-58804|OrgNmn:Cookbookdiet.com|Org Addr:Richfiled,Minnesota,US|OBA Nature:Health and wellness |Invst Rel:N|Title:Sole Proprietor|Duties:Health and Wellness coach create cookbooks, meal plans and exercises|StrtDt:11-01-05|TotHrs/mon:1|TrdHrs/mon:0|OBA-100230|OrgNmn:Fit and Fine|Org Addr:Richfield,Minnesota,US|OBA Nature:Help people with eating health|Invst Rel:N|Title:Sole Proprietor|Duties:Helping people with their health, fitness, eating and health goals in general|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Evelyn Alene Rhines'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
RICHFIELD, MN
Current
May 18, 2021 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 49 North 400 West, Salt Lake City, UT 84101BD
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
General Industry/Product Exam
General Industry/Product 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.
