Kristen L. Candella
STRATEGIC ADVISERS LLC | Financial Consultant
NAPLES, FL 34102-6576
Some features on this profile are disabled
CRD#: 6080511
Professional summary
Kristen Lynn Candella, CFP®, who also goes by Kristen Lynn Candella, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Naples, Florida and FIDELITY BROKERAGE SERVICES LLC located in Naples, Florida.
Kristen is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Kristen has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
As a CFP® professional I hold myself accountable and adhere to the highest standards of financial planning. I love working closely with clients and their families in order to carefully craft and implement a plan that aligns with their specific needs and goals to reach for financial success. I am personally motivated to build and foster trusted relationships every day that flourish and evolve for years to come. I look forward to working with you!
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Insurance Planning
Tax Planning
Employee and Employer Plan Ben...
Estate Planning
Retirement Planning
Investment Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Kristen Lynn Candella
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 Kristen Lynn Candella'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: 2016
Education
University of Connecticut
Bachelor of Fine Arts - Illustration
2011
University of Connecticut
Bachelor of Science (BS) - Finance
2004
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #1: 350 5th Avenue South Ste 202, Naples, FL 34102-6576Office #2: 5200 Tamiami Trail N Suites 103 201 - 204, Naples, FL, 34103-2817RIA
CRD#: 104555
NAPLES, FL
Current
February 7, 2017 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 5200 N. Tamiami Trail Suites 103 201 - 204, Naples, FL, 34103BD
CRD#: 7784
Naples, FL
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
NAPLES, FL
Past
February 13, 2017 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
NAPLES, FL
Past
August 18, 2014 - January 24, 2017
RBC CAPITAL MARKETS, LLC
RIA
CRD#: 31194
HARTFORD, CT
Past
August 18, 2014 - January 24, 2017
RBC CAPITAL MARKETS, LLC
BD
CRD#: 31194
HARTFORD, CT
Past
January 31, 2014 - May 8, 2014
WEALTHSPIRE ADVISORS
RIA
CRD#: 126665
WEST HARTFORD, CT
Past
November 6, 2013 - January 31, 2014
KESTRA INVESTMENT SERVICES, LLC
RIA
CRD#: 42046
WEST HARTFORD, CT
Past
June 3, 2013 - May 6, 2014
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
WEST HARTFORD, CT
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
Arizona(6/4/2021)
RR
California(1/31/2020)
RR
Colorado(1/31/2020)
RR
Connecticut(2/7/2017)
RR
Delaware(1/28/2022)
RR
Florida(2/7/2017)
IAR
Florida(3/31/2025)
RR
Georgia(2/7/2017)
RR
Idaho(7/27/2021)
RR
Illinois(2/7/2017)
RR
Indiana(2/7/2017)
RR
Iowa(2/23/2022)
RR
Kentucky(8/13/2021)
RR
Maine(1/31/2020)
RR
Maryland(2/7/2017)
RR
Massachusetts(2/7/2017)
RR
Michigan(2/7/2017)
RR
Minnesota(2/7/2017)
RR
Missouri(9/18/2020)
RR
Montana(5/3/2024)
RR
New Jersey(2/7/2017)
RR
New York(2/7/2017)
RR
North Carolina(10/8/2021)
RR
Ohio(2/8/2017)
RR
Oklahoma(5/19/2023)
RR
Oregon(10/8/2021)
RR
Pennsylvania(4/7/2020)
RR
Rhode Island(9/18/2020)
RR
South Carolina(9/29/2023)
RR
Tennessee(2/7/2017)
RR
Texas(2/7/2017)
IAR
Texas(3/31/2025)
RR
Vermont(3/12/2021)
RR
Virginia(4/23/2020)
RR
Washington(1/31/2020)
RR
Wisconsin(2/7/2017)
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
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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
Financial ConsultantCRD#: 104555Naples, FL 34102-6576TRUST BUT VERIFY
Monitor Kristen Candella
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
