Salvatore Bria
STRATEGIC ADVISERS LLC | Financial Consultant
ROCK HILL, SC
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CRD#: 5164111
Professional summary
Salvatore Bria, who also goes by Salvatore Nmn Bria, Salvatore Bria Mr, Salvatore Bria, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Rock Hill, South Carolina and FIDELITY BROKERAGE SERVICES LLC located in Charlotte, North Carolina.
Salvatore is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Salvatore has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Biography
It is my goal to improve clients financial future by working with them to put together a sound financial plan. Fidelity makes this possibly by cultivating a client-focused culture and providing extensive tools and resources. Working with clients towards their financial goals brings great satisfaction to my life.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Salvatore Nmn Bria | Salvatore Bria Mr | Salvatore Bria
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-111795|OrgNmn:Christian Life Church |Org Addr:Rock Hill ,South Caro,US|OBA Nature:Religious Institution|Invst Rel:N|Title:Assistant Pastor|Duties:Ministering to the Local Church.|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|OBA-119226|OrgNmn:Almost Heaven Stays |Org Addr:Mt Nebo,West Virgi,US|OBA Nature:Rental Property|Invst Rel:Y|Title:Officer|Duties:I am the organizer and member officer on the LLC, but my wife, Alicia Bria, will run the rental.|StrtDt:|TotHrs/mon:4|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Salvatore Bria'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
Augusta State University
Bachelor of Business Administration - FINANCE
2005
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 5335 Ballantyne Commons Pkwy Suite 100, Charlotte, NC 28277-0693RIA
CRD#: 104555
ROCK HILL, SC
Current
May 20, 2020 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 5335 Ballantyne Commons Parkway Suite 100, Charlotte, NC 28277BD
CRD#: 7784
Charlotte, NC
Past
June 12, 2020 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
CHARLOTTE, NC
Past
November 16, 2015 - April 26, 2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
RIA
CRD#: 20472
CHARLESTON, WV
Past
November 11, 2015 - April 26, 2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
BD
CRD#: 20472
CHARLESTON, WV
Past
January 7, 2014 - April 8, 2015
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
RIA
CRD#: 20472
ATLANTA, GA
Past
January 6, 2014 - April 8, 2015
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
BD
CRD#: 20472
ATLANTA, GA
Past
June 20, 2011 - November 21, 2013
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
ALPHARETTA, GA
Past
March 22, 2011 - November 21, 2013
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
ALPHARETTA, GA
Past
June 3, 2010 - March 8, 2011
TRANSAMERICA INVESTORS SECURITIES, LLC
BD
CRD#: 32205
HARRISON, NY
Past
November 12, 2009 - March 4, 2010
VALIC FINANCIAL ADVISORS, INC.
RIA
CRD#: 42803
ATLANTA, GA
Past
October 29, 2009 - March 4, 2010
VALIC FINANCIAL ADVISORS, INC.
BD
CRD#: 42803
ATLANTA, GA
Past
January 1, 2008 - August 3, 2009
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
SALT LAKE CITY, UT
Past
September 25, 2006 - January 1, 2008
FIDELITY DISTRIBUTORS COMPANY LLC
BD
CRD#: 17507
SALT LAKE CITY, UT
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(7/8/2022)
RR
Alaska(6/23/2025)
RR
Arizona(6/19/2020)
RR
Arkansas(11/17/2020)
RR
California(8/13/2021)
RR
Colorado(6/4/2021)
RR
Connecticut(7/19/2024)
RR
Florida(6/19/2020)
RR
Georgia(11/17/2020)
RR
Illinois(6/19/2020)
RR
Indiana(11/17/2020)
RR
Iowa(7/20/2021)
RR
Kansas(3/25/2023)
RR
Kentucky(10/8/2021)
RR
Maryland(10/8/2021)
RR
Michigan(2/12/2021)
RR
Missouri(5/20/2020)
RR
Nevada(2/12/2021)
RR
New Jersey(11/17/2020)
RR
New York(12/15/2021)
RR
North Carolina(10/13/2023)
IAR
North Carolina(3/31/2025)
RR
South Carolina(11/16/2020)
IAR
South Carolina(3/31/2025)
RR
Tennessee(11/17/2020)
RR
Texas(5/20/2020)
IAR
Texas(3/31/2025)
RR
Virginia(5/3/2024)
RR
West Virginia(12/14/2020)
RR
Wisconsin(5/3/2024)
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
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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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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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Rock Hill, SCTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
