Angela Brown
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
JACKSONVILLE, FL
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CRD#: 5824867
Professional summary
Angela Brown, who also goes by Angela M Brown, Angela Marie Brown, Angela Brown Crotto, Angela Marie Leidig, Angela Leidig, Angela Marie Mechtel, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Jacksonville, Florida and FIDELITY BROKERAGE SERVICES LLC located in Ponte Vedra Beach, Florida.
Angela is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Angela has worked at 6 firms and has passed the Series 66, SIE, Series 7 and Series 6 exams.
Biography
As a Vice President, Financial Consultant with Fidelity Investments, I partner with clients at various stages of life to work toward financial balance utilizing our unique planning process. I have knowledge in the areas of stock plan services, retirement and income planning as well as investment and wealth management.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Angela M Brown | Angela Marie Brown | Angela Brown Crotto | Angela Marie Leidig | Angela Leidig | Angela Marie Mechtel
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 Angela Brown'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
American InterContinental University
Bachelor of Criminal Justice - Criminal Justice
2006
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 822 A1a N Suite 100, Ponte Vedra Beach, FL 32082-3286RIA
CRD#: 104555
JACKSONVILLE, FL
Current
July 23, 2018 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 822 North Highway A1a Suite 100, Ponte Vedra Beach, FL 32082BD
CRD#: 7784
PONTE VEDRA BEACH, FL
Past
August 24, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
JACKSONVILLE, FL
Past
November 17, 2014 - July 25, 2018
PARK AVENUE SECURITIES LLC
RIA
CRD#: 46173
JACKSONVILLE, FL
Past
November 14, 2014 - July 25, 2018
PARK AVENUE SECURITIES LLC
BD
CRD#: 46173
JACKSONVILLE, FL
Past
October 10, 2012 - November 26, 2014
PRINCIPAL SECURITIES, INC.
RIA
CRD#: 1137
Jacksonville, FL
Past
October 4, 2012 - November 26, 2014
PRINCIPAL SECURITIES, INC.
BD
CRD#: 1137
Jacksonville, FL
Past
September 25, 2012 - October 5, 2012
FIRST COMMAND BROKERAGE SERVICES, INC.
RIA
CRD#: 3641
ORANGE PARK, FL
Past
August 23, 2010 - October 5, 2012
FIRST COMMAND BROKERAGE SERVICES, INC.
BD
CRD#: 3641
ORANGE PARK, 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(1/22/2021)
RR
Arizona(4/18/2025)
RR
California(8/9/2018)
RR
Colorado(1/22/2021)
RR
Connecticut(1/22/2021)
RR
District of Columbia(3/21/2022)
RR
Florida(7/23/2018)
IAR
Florida(3/31/2025)
RR
Georgia(7/23/2018)
RR
Illinois(9/19/2019)
RR
Indiana(11/26/2019)
RR
Kansas(10/27/2021)
RR
Louisiana(5/7/2024)
RR
Maine(7/3/2019)
RR
Maryland(2/28/2019)
RR
Massachusetts(1/22/2021)
RR
Michigan(5/6/2022)
RR
Minnesota(4/18/2025)
RR
Missouri(9/19/2019)
RR
Nevada(2/11/2020)
RR
New Hampshire(5/6/2022)
RR
New Jersey(5/6/2022)
RR
New York(4/23/2020)
RR
North Carolina(10/12/2018)
RR
Ohio(8/17/2018)
RR
Pennsylvania(8/16/2018)
RR
South Carolina(11/15/2021)
RR
Tennessee(7/21/2023)
RR
Texas(8/28/2018)
IAR
Texas(3/31/2025)
RR
Vermont(3/25/2023)
RR
Virginia(8/13/2018)
RR
Washington(9/19/2019)
RR
Wisconsin(5/4/2022)
RR
Wyoming(3/4/2022)
Exams
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
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.
Company Information
STRATEGIC ADVISERS LLC
Vice President, Financial ConsultantCRD#: 104555Jacksonville, FLTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
