CB
Chrystin M. Brackett
STRATEGIC ADVISERS LLC
SARASOTA, FL
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CRD#: 6222984
CB
Professional summary
Chrystin Michelle Brackett, who also goes by Chrystin Michelle Brackett, Chrystin Brackett, Chrystin M Williams N/a, Chrystin Michelle Williams, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Sarasota, Florida and FIDELITY BROKERAGE SERVICES LLC located in Smithfield, Rhode Island.
Chrystin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Chrystin has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Chrystin Michelle Brackett | Chrystin Brackett | Chrystin M Williams N/a | Chrystin Michelle Williams
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-16256|OrgNmn:Mind of a Mermaid Creations/ The Seashell Mermaid |Org Addr:Sarasota,Florida,US|OBA Nature:seashell content/shell and cra|Invst Rel:N|Title:inidividual/owner/creator |Duties:selling handmade crafts and seashells via etsy, ebay or social media, seashell content creator on social media account |StrtDt:08-29-21|TotHrs/mon:18|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Chrystin Michelle Brackett'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®
NoneExperience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
SARASOTA, FL
Current
August 21, 2020 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 900 Salem Street, Smithfield, RI 02917BD
CRD#: 7784
Smithfield, RI
Past
August 28, 2020 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
GLEN ALLEN, VA
Past
December 22, 2016 - May 26, 2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
ASHLAND, VA
Past
December 22, 2016 - May 26, 2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
ASHLAND, VA
Past
June 12, 2015 - December 14, 2016
MSI FINANCIAL SERVICES, INC.
RIA
CRD#: 14251
RICHMOND, VA
Past
January 7, 2015 - December 14, 2016
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
RICHMOND, VA
Past
November 25, 2014 - December 23, 2014
TRUIST INVESTMENT SERVICES, INC.
BD
CRD#: 17499
RICHMOND, VA
Past
September 20, 2013 - October 8, 2014
TRUIST INVESTMENT SERVICES, INC.
BD
CRD#: 17499
RICHMOND, 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(1/6/2023)
RR
Alaska(1/6/2023)
RR
Arizona(2/4/2021)
RR
Arkansas(1/6/2023)
RR
California(2/12/2021)
RR
Colorado(2/12/2021)
RR
Connecticut(2/12/2021)
RR
Delaware(1/6/2023)
RR
District of Columbia(8/21/2020)
RR
Florida(8/21/2020)
IAR
Florida(3/31/2025)
RR
Georgia(2/12/2021)
RR
Hawaii(1/6/2023)
RR
Idaho(1/6/2023)
RR
Illinois(2/12/2021)
RR
Indiana(2/12/2021)
RR
Iowa(1/6/2023)
RR
Kansas(1/6/2023)
RR
Kentucky(1/6/2023)
RR
Louisiana(1/6/2023)
RR
Maine(1/6/2023)
RR
Maryland(8/21/2020)
RR
Massachusetts(2/12/2021)
RR
Michigan(2/12/2021)
RR
Minnesota(2/12/2021)
RR
Mississippi(1/6/2023)
RR
Missouri(2/12/2021)
RR
Montana(1/6/2023)
RR
Nebraska(1/6/2023)
RR
Nevada(1/6/2023)
RR
New Hampshire(1/6/2023)
RR
New Jersey(2/12/2021)
RR
New Mexico(1/6/2023)
RR
New York(2/12/2021)
RR
North Carolina(8/21/2020)
RR
North Dakota(1/6/2023)
RR
Ohio(2/15/2021)
RR
Oklahoma(1/6/2023)
RR
Oregon(1/6/2023)
RR
Pennsylvania(8/21/2020)
RR
Puerto Rico(10/4/2024)
RR
Rhode Island(1/6/2023)
RR
South Carolina(1/6/2023)
RR
South Dakota(10/4/2024)
RR
Tennessee(1/6/2023)
RR
Texas(2/12/2021)
IAR
Texas(3/31/2025)
RR
Utah(1/6/2023)
RR
Vermont(1/6/2023)
RR
Virginia(8/21/2020)
RR
Washington(2/12/2021)
RR
West Virginia(8/21/2020)
RR
Wisconsin(2/12/2021)
RR
Wyoming(10/4/2024)
Exams
State Security Law Exam
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
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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.
