Eveline Tien
STRATEGIC ADVISERS LLC | Planning Consultant
RENTON, WA
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CRD#: 5735565
Professional summary
Eveline Tien is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Renton, Washington and FIDELITY BROKERAGE SERVICES LLC located in Tukwila, Washington.
Eveline is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Eveline has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Biography
In my role as Planning Consultant, I am part of your Financial Consultant's team, that provide guidance and recommendations to improve your financial picture through trust and relationships.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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-113368|OrgNmn:Chinook Aquatics Club|Org Addr:Renton,Washington,US|OBA Nature:Swim Team|Invst Rel:N|Title:Social Media|Duties:maintain clear communication via social media for team members and prior team members|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|OBA-116899|OrgNmn:Rolling Hills Village Homeowners Association|Org Addr:Renton,Washington,US|OBA Nature:Homeowners assocaition|Invst Rel:N|Title:Treasurer|Duties:my HOA Board is looking for a treasurer. This person would double check the work of our current bookkeeper, but not actually do most of the wo|StrtDt:03-31-25|TotHrs/mon:10|TrdHrs/mon:0|OBA-99676|OrgNmn:Rolling Hills Swim Team|Org Addr:Renton,Washington,US|OBA Nature:local neighborhood swim team|Invst Rel:N|Title:Treasurer|Duties:Run the budget of the swim team, and ensure coaches are paid|StrtDt:06-15-23|TotHrs/mon:10|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Eveline Tien'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®
NoneEducation
University of Washington
Bachelor of Arts (BA) - European Studies
2009
University of Washington
Bachelor of Arts (BA) - Danish
2009
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 304 Strander Blvd, Tukwila, WA 98188-2939RIA
CRD#: 104555
RENTON, WA
Current
September 8, 2017 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 304 Strander Blvd., Tukwila, WA 98188BD
CRD#: 7784
Tukwila, WA
Past
December 17, 2020 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
TUKWILA, WA
Past
November 2, 2015 - August 5, 2016
CAPITAL ONE INVESTING, LLC
BD
CRD#: 45744
MCLEAN, VA
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(6/15/2023)
RR
Alaska(1/3/2020)
RR
Arizona(5/19/2023)
RR
Arkansas(6/15/2023)
RR
California(5/19/2023)
RR
Colorado(6/15/2023)
RR
Connecticut(6/15/2023)
RR
Delaware(6/15/2023)
RR
District of Columbia(5/19/2023)
RR
Florida(6/15/2023)
RR
Georgia(6/15/2023)
RR
Hawaii(6/15/2023)
RR
Idaho(9/8/2017)
RR
Illinois(5/19/2023)
RR
Indiana(6/15/2023)
RR
Iowa(6/15/2023)
RR
Kansas(6/15/2023)
RR
Kentucky(6/15/2023)
RR
Louisiana(6/15/2023)
RR
Maine(6/15/2023)
RR
Maryland(6/15/2023)
RR
Massachusetts(6/15/2023)
RR
Michigan(6/15/2023)
RR
Minnesota(6/15/2023)
RR
Mississippi(6/15/2023)
RR
Missouri(6/15/2023)
RR
Montana(6/15/2023)
RR
Nebraska(6/15/2023)
RR
Nevada(6/15/2023)
RR
New Hampshire(6/15/2023)
RR
New Jersey(6/15/2023)
RR
New Mexico(6/15/2023)
RR
New York(6/15/2023)
RR
North Carolina(6/15/2023)
RR
North Dakota(6/15/2023)
RR
Ohio(6/16/2023)
RR
Oklahoma(6/15/2023)
RR
Oregon(9/8/2017)
RR
Pennsylvania(6/15/2023)
RR
Puerto Rico(6/15/2023)
RR
Rhode Island(6/15/2023)
RR
South Carolina(6/15/2023)
RR
South Dakota(6/15/2023)
RR
Tennessee(6/15/2023)
RR
Texas(1/7/2022)
IAR
Texas(3/31/2025)
RR
Utah(6/15/2023)
RR
Vermont(6/15/2023)
RR
Virgin Islands(6/15/2023)
RR
Virginia(6/15/2023)
RR
Washington(9/8/2017)
IAR
Washington(3/31/2025)
RR
West Virginia(6/15/2023)
RR
Wisconsin(6/15/2023)
RR
Wyoming(6/15/2023)
Exams
State Security Law Exam
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
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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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
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.
