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TH

Teyonna S. Harris

STRATEGIC ADVISERS LLC
LOGANVILLE, GA
Some features on this profile are disabled
CRD#: 5365309
TH

Professional summary

Teyonna S. Harris, who also goes by Teyonna S Harris, Teyonna Sharone Ruthann Harris, Teyonna Harris, Teyonna S Rivera, Teyonna Sharone Rivera, Teyonna S Rivera-harris, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Loganville, Georgia and FIDELITY BROKERAGE SERVICES LLC located in Smithfield, Rhode Island.

Teyonna is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Teyonna has worked at 13 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Teyonna S Harris | Teyonna Sharone Ruthann Harris | Teyonna Harris | Teyonna S Rivera | Teyonna Sharone Rivera | Teyonna S Rivera-Harris

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-121310|OrgNmn:ESS|Org Addr:Knoxville,Tennessee,US|OBA Nature:Substitute teaching |Invst Rel:N|Title:Guest Instructor |Duties:present lessons and take attendance |StrtDt:10-15-24|TotHrs/mon:8|TrdHrs/mon:0|OBA-121308|OrgNmn:Epoxy Evolution LLC|Org Addr:Winder,Georgia,US|OBA Nature:Decorative Flooring Company |Invst Rel:N|Title:Partner|Duties:Invoicing and scheduling |StrtDt:09-19-22|TotHrs/mon:10|TrdHrs/mon:0|

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Teyonna S. Harris'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

September 29, 2025 - Present

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
LOGANVILLE, GA
Current

September 9, 2025 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 900 Salem Street, Smithfield, RI 02917
BD
CRD#: 7784
Smithfield, RI
Past

February 11, 2025 - July 15, 2025

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
DULUTH, GA
Past

February 11, 2025 - July 15, 2025

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
DULUTH, GA
Past

January 9, 2023 - March 28, 2023

EMPOWER ADVISORY GROUP, LLC

RIA
CRD#: 112058
Loganville, GA
Past

January 5, 2023 - March 28, 2023

EMPOWER FINANCIAL SERVICES, INC.

BD
CRD#: 13109
GREENWOOD VILLAGE, CO
Past

March 27, 2020 - December 12, 2022

MANNING & NAPIER ADVISORS, LLC

RIA
CRD#: 105992
Loganville, GA
Past

March 26, 2020 - December 12, 2022

MANNING & NAPIER INVESTOR SERVICES, INC.

BD
CRD#: 26266
FAIRPORT, NY
Past

March 26, 2018 - September 9, 2019

CITIZENS SECURITIES, INC.

RIA
CRD#: 39550
PITTSBURGH, PA
Past

March 26, 2018 - September 9, 2019

CITIZENS SECURITIES, INC.

BD
CRD#: 39550
PITTSBURGH, PA
Past

December 15, 2015 - April 9, 2018

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
PITTSBURGH, PA
Past

December 15, 2015 - April 9, 2018

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
PITTSBURGH, PA
Past

September 12, 2013 - December 7, 2015

TD AMERITRADE, INC.

RIA
CRD#: 7870
PITTSBURGH, PA
Past

September 12, 2013 - December 7, 2015

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 111514
PITTSBURGH, PA
Past

September 4, 2013 - December 7, 2015

TD AMERITRADE, INC.

BD
CRD#: 7870
PITTSBURGH, PA
Past

February 15, 2012 - August 23, 2013

PNC WEALTH MANAGEMENT LLC

BD
CRD#: 129052
PITTSBURGH, PA
Past

May 6, 2011 - January 19, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
JACKSONVILLE, FL
Past

September 16, 2010 - March 1, 2011

MORGAN STANLEY

RIA
CRD#: 149777
PONTE VEDRA BEACH, FL
Past

July 23, 2010 - March 1, 2011

MORGAN STANLEY

BD
CRD#: 149777
PONTE VEDRA BEACH, FL
Past

March 8, 2010 - March 23, 2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
JACKSONVILLE, FL
Past

September 21, 2007 - January 29, 2010

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
JACKSONVILLE, FL

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
(9/17/2025)
RR
Alaska
(9/17/2025)
RR
Arizona
(9/17/2025)
RR
Arkansas
(9/17/2025)
RR
California
(9/17/2025)
RR
Colorado
(9/17/2025)
RR
Connecticut
(9/17/2025)
RR
Delaware
(9/17/2025)
RR
District of Columbia
(9/17/2025)
RR
Florida
(9/17/2025)
RR
Georgia
(9/25/2025)
IAR
Georgia
(9/30/2025)
RR
Hawaii
(9/17/2025)
RR
Idaho
(9/17/2025)
RR
Illinois
(9/17/2025)
RR
Indiana
(9/17/2025)
RR
Iowa
(9/17/2025)
RR
Kansas
(9/17/2025)
RR
Kentucky
(9/17/2025)
RR
Louisiana
(9/17/2025)
RR
Maine
(9/17/2025)
RR
Maryland
(9/17/2025)
RR
Massachusetts
(9/17/2025)
RR
Michigan
(9/17/2025)
RR
Minnesota
(9/17/2025)
RR
Mississippi
(9/17/2025)
RR
Missouri
(9/17/2025)
RR
Montana
(9/17/2025)
RR
Nebraska
(9/17/2025)
RR
Nevada
(9/17/2025)
RR
New Hampshire
(9/17/2025)
RR
New Jersey
(9/17/2025)
RR
New Mexico
(9/17/2025)
RR
New York
(9/17/2025)
RR
North Carolina
(9/17/2025)
RR
North Dakota
(9/17/2025)
RR
Ohio
(9/17/2025)
RR
Oklahoma
(9/17/2025)
RR
Oregon
(9/17/2025)
RR
Pennsylvania
(9/17/2025)
RR
Puerto Rico
(9/17/2025)
RR
Rhode Island
(9/17/2025)
RR
South Carolina
(9/17/2025)
RR
South Dakota
(9/17/2025)
RR
Tennessee
(9/17/2025)
RR
Texas
(9/17/2025)
IAR
Texas
(9/29/2025)
RR
Utah
(9/17/2025)
RR
Vermont
(9/17/2025)
RR
Virgin Islands
(9/17/2025)
RR
Virginia
(9/17/2025)
RR
Washington
(9/17/2025)
RR
West Virginia
(9/17/2025)
RR
Wisconsin
(9/17/2025)
RR
Wyoming
(9/17/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/9/2013
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 10/26/2007
Uniform Securities Agent 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: 9/20/2007
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)
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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)

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#: 104555Loganville, GA

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