Theodore P. Rynn
STRATEGIC ADVISERS LLC | Financial Consultant
ALEXANDRIA, VA
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CRD#: 6195476
Professional summary
Theodore P. Rynn, CFP®, who also goes by Theodore P Ryan, Theodore P Rynn, Theodore Paul Rynn, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Alexandria, Virginia and FIDELITY BROKERAGE SERVICES LLC located in Alexandria, Virginia.
Theodore is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Theodore has worked at 5 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.
Biography
After working in the financial planning field for over a decade, I truly believe my experience and zest for helping others can provide clients and their families with the opportunity for greater peace of mind.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Theodore P Ryan | Theodore P Rynn | Theodore Paul Rynn
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-117944|OrgNmn:5159 Clacton Ave LLC|Org Addr:Washington,District o,US|OBA Nature:LLC for holding rental propert|Invst Rel:Y|Title:Sole Proprietor|Duties:Pay mortage and other real estate obligation|StrtDt:04-15-25|TotHrs/mon:2|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Theodore P. Rynn'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
Radford University
Bachelor of Arts (BA) - Accounting and Finance
2011
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #3: 1725 Duke Street Suite Gr05, Alexandria, VA 22314-3457RIA
CRD#: 104555
ALEXANDRIA, VA
Current
January 29, 2015 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 1725 Duke Street - Suite Gr05, Alexandria, VA 22314BD
CRD#: 7784
ALEXANDRIA, VA
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
ALEXANDRIA, VA
Past
September 15, 2016 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
ALEXANDRIA, VA
Past
August 5, 2013 - December 15, 2014
WEALTHCREST FINANCIAL SERVICES, LLC
RIA
CRD#: 130049
SPRINGFIELD, VA
Past
May 29, 2013 - December 23, 2014
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
SPRINGFIELD, 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
Arizona(1/7/2022)
RR
California(1/6/2020)
RR
Connecticut(3/25/2023)
RR
Delaware(1/5/2018)
RR
District of Columbia(1/29/2015)
IAR
District of Columbia(3/31/2025)
RR
Florida(1/5/2018)
RR
Georgia(8/19/2019)
RR
Illinois(9/23/2024)
RR
Maryland(1/29/2015)
RR
Massachusetts(2/12/2021)
RR
Missouri(10/12/2021)
RR
New Jersey(1/9/2023)
RR
New York(4/23/2020)
RR
North Carolina(1/7/2018)
RR
Ohio(4/24/2020)
RR
Oregon(8/8/2020)
RR
Pennsylvania(1/5/2018)
RR
South Carolina(4/23/2020)
RR
Texas(6/24/2020)
IAR
Texas(3/31/2025)
RR
Utah(8/7/2025)
RR
Virginia(1/29/2015)
IAR
Virginia(3/31/2025)
RR
West Virginia(1/5/2018)
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
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Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Alexandria, VATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
