Adhanom T. Yohannes
STRATEGIC ADVISERS LLC | Financial Consultant
SILVER SPRING, MD
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CRD#: 5057318
Professional summary
Adhanom Teweldebrhan Yohannes, CFP®, who also goes by Adhanom Teweldebrhan Yohannes, Adhanom Tewelederhan Yohannes, Adhanom Yohannes, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Silver Spring, Maryland and FIDELITY BROKERAGE SERVICES LLC located in Bethesda, Maryland.
Adhanom is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Adhanom has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Biography
As a Financial consultant, I partner with my clients to help them develop, implement and monitor a financial plan that is customized to meet their needs. Over time, we will work together to identify strategies to improve that plan as we continue to build a strong relationship.
Question & Answer
What are your service offerings?
Investment Planning
Comprehensive Financial Planni...
Retirement Planning
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
Adhanom Teweldebrhan Yohannes | Adhanom Tewelederhan Yohannes | Adhanom Yohannes
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.
CRS (Client Relationship Summary) - RIA
Click below to view Adhanom Teweldebrhan Yohannes'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®
CFP®
Start date: 2010
Education
University of North Carolina at Chapel Hill
Bachelor of Arts (BA) - Communication studies
2005
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 7501 Wisconsin Ave Suite 1340, Bethesda, MD 20814RIA
CRD#: 104555
SILVER SPRING, MD
Current
October 16, 2020 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 7501 Wisconsin Avenue Suites 150w & 700w, Bethesda, MD 20814BD
CRD#: 7784
Bethesda, MD
Past
November 16, 2020 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
BETHESDA, MD
Past
March 31, 2020 - August 31, 2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
WASHINGTON, DC
Past
March 16, 2020 - August 31, 2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
WASHINGTON, DC
Past
June 26, 2006 - March 30, 2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
BD
CRD#: 20472
BETHESDA, MD
Past
November 18, 2005 - May 15, 2006
FORESTERS FINANCIAL SERVICES, INC.
BD
CRD#: 305
CHARLOTTE, NC
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
Arizona(6/4/2021)
RR
California(8/13/2021)
RR
Colorado(6/4/2021)
RR
Connecticut(10/8/2021)
RR
Delaware(5/3/2024)
RR
District of Columbia(10/16/2020)
RR
Florida(6/4/2021)
RR
Illinois(7/19/2024)
RR
Indiana(6/4/2021)
RR
Kentucky(3/2/2024)
RR
Maine(10/30/2025)
RR
Maryland(10/16/2020)
IAR
Maryland(3/31/2025)
RR
Massachusetts(6/4/2021)
RR
Minnesota(2/12/2021)
RR
New York(3/4/2022)
RR
North Carolina(4/12/2021)
RR
Ohio(3/8/2022)
RR
Pennsylvania(10/16/2020)
RR
South Carolina(6/4/2021)
RR
South Dakota(10/30/2025)
RR
Tennessee(6/4/2021)
RR
Texas(3/2/2024)
IAR
Texas(3/31/2025)
RR
Vermont(3/2/2024)
RR
Virginia(10/16/2020)
RR
Washington(9/29/2023)
RR
West Virginia(4/12/2021)
RR
Wisconsin(10/30/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product 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
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Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Silver Spring, MDTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
