Chance E. Meeks
STRATEGIC ADVISERS LLC | Vice President, Wealth Planner
PHOENIX, AZ
Some features on this profile are disabled
CRD#: 6097990
Professional summary
Chance Ernest Meeks, CFP®, who also goes by Chance Ernest Meeks, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Phoenix, Arizona and FIDELITY BROKERAGE SERVICES LLC located in Scottsdale, Arizona.
Chance is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Chance has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 9 and Series 10 exams.
Biography
As a Wealth Planner, I help my clients use their wealth to fully experience life by partnering with them to get clarity on their goals, making a plan to pursue them, and taking action to work towards them.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Chance Ernest Meeks
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-95856|OrgNmn:Parents of Addicted Loved Ones|Org Addr:Phoenix,Arizona,US|OBA Nature:PAL is a support group for par|Invst Rel:N|Title:Board Member|Duties:Attend board meetings to help with overall vision and direction|StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|OBA-112605|OrgNmn:Die Cast Replicas 90s Cover Band|Org Addr:Phoenix,Arizona,US|OBA Nature:90s cover band, playing occass|Invst Rel:N|Title:Bass player|Duties:Practicing and playing the gigs|StrtDt:09-22-24|TotHrs/mon:2|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Chance Ernest Meeks'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
Southern Methodist University
Bachelor - Finance
2012
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 7171 E Paradise Lane, Scottsdale, AZ 85254-2155RIA
CRD#: 104555
PHOENIX, AZ
Current
March 4, 2014 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 7171 E Paradise Lane, Scottsdale, AZ 85254BD
CRD#: 7784
SCOTTSDALE, AZ
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
PHOENIX, AZ
Past
April 21, 2014 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
GLENDALE, AZ
Past
August 13, 2012 - February 25, 2014
FIDELITY DISTRIBUTORS COMPANY LLC
BD
CRD#: 17507
WESTLAKE, TX
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(3/13/2014)
IAR
Arizona(3/31/2025)
RR
Massachusetts(7/11/2023)
RR
Texas(4/23/2020)
IAR
Texas(3/31/2025)
RR
Utah(10/8/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory 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
Vice President, Wealth PlannerCRD#: 104555Phoenix, AZTRUST BUT VERIFY
Monitor Chance Meeks
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
