Craig E. Rauser
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
ESTERO, FL
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CRD#: 5224043
Professional summary
Craig Edward Rauser, CFP®, who also goes by Craig Edward Rauser, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Estero, Florida and FIDELITY BROKERAGE SERVICES LLC located in Naples, Florida.
Craig is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Craig has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Biography
My role is to listen to clients, and leverage my experience to help them come up with a financial plan. I work with high net worth individuals and families to create financial plans that are personalized to their unique goals and objectives. Fidelity is one of the most trusted names in the industry with technology and resources available to help clients create, implement, and maintain their financial plans.
Question & Answer
What are your service offerings?
Investment Planning
Comprehensive Financial Planni...
Retirement Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Craig Edward Rauser
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 Craig Edward Rauser'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: 2012
Education
Shepherd University
Bachelor of Science (BS) - Sports Management
2003
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 5200 Tamiami Trail N Suites 103 201 - 204, Naples, FL, 34103-2817RIA
CRD#: 104555
ESTERO, FL
Current
July 12, 2012 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 5200 N. Tamiami Trail Suites 103 201 - 204, Naples, FL, 34103BD
CRD#: 7784
Naples, FL
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
ESTERO, FL
Past
July 17, 2012 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
TOWSON, MD
Past
January 31, 2008 - June 13, 2012
T. ROWE PRICE ADVISORY SERVICES, INC.
RIA
CRD#: 108958
BALTIMORE, MD
Past
January 31, 2007 - June 13, 2012
T. ROWE PRICE INVESTMENT SERVICES, INC.
BD
CRD#: 8348
BALTIMORE, MD
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(5/22/2017)
RR
California(2/9/2016)
RR
Colorado(4/23/2020)
RR
Connecticut(8/20/2021)
RR
Delaware(7/12/2012)
RR
District of Columbia(7/12/2012)
RR
Florida(7/12/2012)
IAR
Florida(3/31/2025)
RR
Georgia(3/12/2021)
RR
Illinois(8/20/2021)
RR
Indiana(3/4/2022)
RR
Louisiana(5/25/2021)
RR
Maine(7/22/2021)
RR
Maryland(7/12/2012)
IAR
Maryland(3/31/2025)
RR
Massachusetts(8/9/2017)
RR
Michigan(8/11/2021)
RR
Minnesota(11/16/2021)
RR
Nebraska(4/9/2021)
RR
Nevada(3/25/2023)
RR
New Hampshire(9/9/2022)
RR
New Jersey(2/12/2021)
RR
New York(4/23/2020)
RR
North Carolina(8/10/2017)
RR
Ohio(7/22/2021)
RR
Oregon(10/9/2020)
RR
Pennsylvania(7/12/2012)
RR
South Carolina(4/23/2020)
RR
South Dakota(8/8/2020)
RR
Tennessee(8/8/2020)
RR
Texas(5/13/2016)
IAR
Texas(3/31/2025)
RR
Virginia(7/12/2012)
RR
Washington(8/20/2021)
RR
West Virginia(8/9/2017)
RR
Wisconsin(8/8/2020)
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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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Vice President, Financial ConsultantCRD#: 104555Estero, FLTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
