Anthony Tevis
CFP®Professional Summary
Anthony Tevis, CFP®, who also goes by Anthony Edward Tevis, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Johnson City, Tennessee and FIDELITY BROKERAGE SERVICES LLC located in Johnson City, Tennessee. Anthony is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Anthony has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Comprehensive Financial Planning
- Investment Planning
- Retirement Income Management
- Retirement Planning
- Life Transitions
Biography
Every investor is unique, and so I focus on understanding your needs and concerns first. Then we jointly develop a strategy, just for you, that can help protect what you have saved, generates income, grows over time, and transfers to the next generation. Thank you for letting me be part of your story.
Other Aliases
Anthony Tevis, Anthony Edward Tevis
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
Website
xxxxxxxxxx.xxx
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Disclosures on record.
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.
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Credentials
Years of Experience
17 years registered in the securities industry
Current & Past Employments
Current
Past
Education
Carson-Newman University
Business Administration, Master of Business Administration (MBA)
Business Administration, Master of Business Administration (MBA)
2021
Illinois State University
Public Relations, Bachelor of Science (BS)
Public Relations, Bachelor of Science (BS)
1992
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Current Firm
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
Contact Information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698Phone Number
(617) 563-7000# of Employees
17,112SEC notice filing (52 States and Territories)
Registered to provide investment advisory services in 52 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
2,973,512AUM (Assets Under Management)
$1,370,125,325,211Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/21/2026 | Cover Page | Report |
| 09/24/2025 | Cover Page | Report |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
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
State Registrations and Notice Filings
(1/3/2020)
(2/12/2021)
(9/21/2021)
(3/17/2026)
(1/3/2020)
(9/19/2013)
(9/19/2013)
(9/19/2013)
(1/7/2026)
(4/22/2026)
(6/23/2026)
(9/16/2022)
(9/19/2013)
(7/22/2026)
(1/28/2019)
(1/7/2026)
(9/19/2013)
(9/20/2013)
(3/31/2025)
(9/28/2021)
(3/31/2025)
(9/19/2013)
(8/14/2025)
(9/19/2013)
(3/10/2023)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Anthony Tevis's CRS (Customer Relationship Summary).
Services Offered by Anthony
- Comprehensive Financial Planning
- Investment Planning
- Retirement Income Management
- Retirement Planning
- Life Transitions
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