Chelse N. Stevens
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
WAXHAW, NC
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CRD#: 5692318
Professional summary
Chelse N Stevens, CFP®, who also goes by Chelse Marie Nieri, Chelse Marie Nieri-stevens, Chelse Nieri Stevens, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Waxhaw, North Carolina and FIDELITY BROKERAGE SERVICES LLC located in Charlotte, North Carolina.
Chelse is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Chelse has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Biography
My process is centered around understanding you, your family, your aspirations, and partnering with you to work towards reaching your goals through financial planning. My commitment to you is that we will co-create a wealth management strategy that is customized for you and your family now and in years to come.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Chelse Marie Nieri | Chelse Marie Nieri-Stevens | Chelse Nieri Stevens
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 Chelse N Stevens'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®
Education
Maryville College
Bachelor of Business Administration - Business Management
2009
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 4611 Sharon Rd Two Coltsgate, Charlotte, NC 28211-3529RIA
CRD#: 104555
WAXHAW, NC
Current
June 20, 2014 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 4611 Sharon Road Two Coltsgate, Charlotte, NC 28211BD
CRD#: 7784
Charlotte, NC
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
CHARLOTTE, NC
Past
June 23, 2014 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
KNOXVILLE, TN
Past
January 10, 2011 - June 19, 2014
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
KNOXVILLE, TN
Past
August 5, 2009 - June 19, 2014
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
KNOXVILLE, TN
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(6/20/2014)
RR
Arizona(5/21/2025)
RR
California(7/15/2020)
RR
Colorado(5/26/2020)
RR
Connecticut(12/17/2024)
RR
District of Columbia(9/9/2022)
RR
Florida(1/2/2015)
RR
Georgia(6/20/2014)
RR
Illinois(4/23/2020)
RR
Kentucky(6/20/2014)
RR
Maryland(12/3/2019)
RR
Massachusetts(7/15/2020)
RR
Michigan(7/15/2020)
RR
Minnesota(1/4/2025)
RR
Mississippi(7/8/2022)
RR
Missouri(1/5/2024)
RR
Nevada(5/19/2023)
RR
New York(7/15/2020)
RR
North Carolina(6/20/2014)
IAR
North Carolina(3/31/2025)
RR
Ohio(10/3/2019)
RR
Pennsylvania(2/12/2021)
RR
South Carolina(6/20/2014)
RR
Tennessee(6/20/2014)
RR
Texas(10/3/2019)
IAR
Texas(3/31/2025)
RR
Virginia(7/15/2020)
RR
Washington(4/23/2020)
RR
Wisconsin(11/23/2021)
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#: 104555Waxhaw, NCTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
