Jeffrey A. Pine
STRATEGIC ADVISERS | Financial Consultant
BONITA SPRINGS, FL
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CRD#: 6337588
Professional summary
Jeffrey Alan Pine, who also goes by Jeffrey Pine, Jeffrey A Pine, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Bonita Springs, Florida and FIDELITY BROKERAGE SERVICES LLC located in Naples, Florida.
Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Jeffrey has worked at 5 firms and has passed the Series 66, SIE, Series 7, Series 10 and Series 9 exams.
Biography
People come to Fidelity for the brand, ethics, and access to great resources. People work with me for my dedication and integrity. My process, my business beliefs, and my values are all centered on you, and helping you work toward your financial goals. My commitment to you is that I will assist you with your selection of a wealth management strategy, with a goal of providing benefits to you and your family now and in years to come
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jeffrey Pine | Jeffrey A Pine
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 Jeffrey Alan Pine'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
Wayne State University
Bachelor of Arts (BA) - Psychology and Business
2005
Rochester College
Associate of Arts - General
2002
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 5200 Tamiami Trail N Suites 103 201 - 204, Naples, FL, 34103-2817RIA
CRD#: 104555
BONITA SPRINGS, FL
Current
June 23, 2021 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 5200 N. Tamiami Trail Suites 103 201 - 204, Naples, FL, 34103BD
CRD#: 7784
Naples, FL
Past
July 8, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
NAPLES, FL
Past
January 25, 2018 - June 11, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
RIVERSIDE, CA
Past
January 25, 2018 - June 11, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
RIVERSIDE, CA
Past
July 20, 2017 - October 10, 2017
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
ORLAND PARK, IL
Past
July 20, 2017 - October 10, 2017
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
ORLAND PARK, IL
Past
August 19, 2014 - July 25, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
ROLLING MEADOWS, IL
Past
June 4, 2014 - July 25, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
ROLLING MEADOWS, IL
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(6/23/2021)
RR
California(6/23/2021)
RR
Colorado(10/8/2021)
RR
Connecticut(8/20/2021)
RR
Delaware(5/6/2022)
RR
District of Columbia(5/16/2022)
RR
Florida(6/23/2021)
IAR
Florida(3/31/2025)
RR
Georgia(8/20/2021)
RR
Hawaii(6/27/2024)
RR
Illinois(6/23/2021)
RR
Indiana(6/23/2021)
RR
Kentucky(8/20/2021)
RR
Maryland(6/23/2021)
RR
Massachusetts(6/23/2021)
RR
Michigan(6/23/2021)
RR
Minnesota(6/23/2021)
RR
Missouri(8/20/2021)
RR
New Hampshire(10/8/2021)
RR
New Jersey(6/23/2021)
RR
New York(6/23/2021)
RR
North Carolina(8/20/2021)
RR
Ohio(6/24/2021)
RR
Oregon(10/8/2021)
RR
Pennsylvania(6/23/2021)
RR
Rhode Island(10/7/2024)
RR
South Carolina(8/20/2021)
RR
Tennessee(6/23/2021)
RR
Texas(6/23/2021)
IAR
Texas(3/31/2025)
RR
Vermont(10/8/2021)
RR
Virginia(5/16/2022)
RR
Washington(3/25/2023)
RR
Wisconsin(6/23/2021)
Exams
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)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
Financial ConsultantCRD#: 104555Bonita Springs, FLTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
