Krishna Rani Jeffries
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
SARASOTA, FL
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CRD#: 5446621
Professional summary
Krishna Rani Jeffries, CFP®, who also goes by Krishna Rani Chhabra, Krishnarani Jeffries, Krishnarani Ohhabra, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Sarasota, Florida and FIDELITY BROKERAGE SERVICES LLC located in Sarasota, Florida.
Krishna Rani is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Krishna Rani has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
I have a decade and half years of experience in the financial services industry. I started my role at Fidelity in 2012 at The Park Avenue in Manhattan. I partner with clients to help them develop and implement financial plans, with the goal of increasing confidence and reducing uncertainty. Building a trusting relationship is key to every interaction. I love living in Siesta Key with my husband, Paul. Together we enjoy spending time boating, traveling and eating tasty food.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Insurance Planning
Investment Planning
Retirement Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Krishna Rani Chhabra | Krishnarani Jeffries | Krishnarani Ohhabra
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 Krishna Rani Jeffries'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: 2017
Education
Rice University
Certification - Certified Financial Planning
2017
California Poly State University
Bachelor of Science (BS) - Finance, Real Estate and Law
2007
Swiss Hotel Managment
Diploma - Hospitality
2001
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 201 N Cattlemen Rd, Sarasota, FL 34243RIA
CRD#: 104555
SARASOTA, FL
Current
December 20, 2012 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 201 N Cattlemen Rd, Sarasota, FL 34243BD
CRD#: 7784
Sarasota, FL
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
SARASOTA, FL
Past
December 3, 2014 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
SARASOTA, FL
Past
September 18, 2008 - January 9, 2013
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
NEW YORK, NY
Past
January 18, 2008 - January 9, 2013
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
NEW YORK, NY
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(4/10/2024)
RR
Arizona(10/8/2019)
RR
California(1/8/2018)
RR
Colorado(7/19/2024)
RR
Connecticut(5/8/2015)
RR
Florida(12/20/2012)
IAR
Florida(3/31/2025)
RR
Idaho(1/4/2025)
RR
Illinois(1/8/2018)
RR
Indiana(1/10/2018)
RR
Kansas(10/23/2024)
RR
Maine(10/8/2019)
RR
Maryland(1/8/2018)
RR
Massachusetts(1/9/2018)
RR
Michigan(11/14/2017)
RR
Minnesota(2/22/2021)
RR
Nevada(5/3/2024)
RR
New Hampshire(1/8/2018)
RR
New Jersey(5/8/2015)
RR
New York(12/20/2012)
RR
North Carolina(1/8/2018)
RR
Ohio(11/8/2017)
RR
Oklahoma(12/12/2024)
RR
Pennsylvania(1/8/2018)
RR
Rhode Island(8/1/2022)
RR
South Carolina(3/2/2024)
RR
Tennessee(11/8/2017)
RR
Texas(2/9/2015)
IAR
Texas(3/31/2025)
RR
Utah(3/2/2024)
RR
Virginia(1/8/2018)
RR
Washington(1/16/2018)
RR
Wisconsin(1/28/2021)
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
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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#: 104555Sarasota, FLTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
