Ryan C. Thielen
STRATEGIC ADVISERS LLC | Financial Consultant
BROOKFIELD, IL
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CRD#: 6439443
Professional summary
Ryan Charles Thielen, who also goes by Ryan Thielen, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Brookfield, Illinois and FIDELITY BROKERAGE SERVICES LLC located in Chicago, Illinois.
Ryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Ryan has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
My role at Fidelity Investments is to aid my clients in establishing a comprehensive, personalized plan aiming to benefit their financial well-being. I am passionate about helping my clients pursue their long-term goals through developing strong, trusting relationships and leveraging the many valuable resources at Fidelity Investments.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ryan Thielen
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 Ryan Charles Thielen'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
Loyola University Chicago
Bachelor of Business Administration - Accounting
2015
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: One North Lasalle Street, Chicago, IL 60602RIA
CRD#: 104555
BROOKFIELD, IL
Current
November 12, 2020 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: One North Lasalle Street, Chicago, IL 60602BD
CRD#: 7784
Chicago, IL
Past
November 16, 2020 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
CHICAGO, IL
Past
September 28, 2018 - January 30, 2020
MORGAN STANLEY
RIA
CRD#: 149777
CHICAGO, IL
Past
March 9, 2016 - January 30, 2020
MORGAN STANLEY
BD
CRD#: 149777
CHICAGO, 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(1/12/2021)
RR
Arkansas(10/23/2025)
RR
California(1/12/2021)
RR
Colorado(7/8/2022)
RR
Connecticut(9/19/2024)
RR
District of Columbia(1/4/2025)
RR
Florida(1/12/2021)
RR
Georgia(5/23/2022)
RR
Illinois(11/12/2020)
IAR
Illinois(3/31/2025)
RR
Indiana(1/12/2021)
RR
Kansas(6/4/2021)
RR
Kentucky(6/4/2021)
RR
Massachusetts(1/7/2022)
RR
Michigan(1/12/2021)
RR
Minnesota(3/4/2022)
RR
Missouri(10/8/2021)
RR
Nebraska(7/21/2023)
RR
Nevada(6/4/2021)
RR
New Jersey(10/23/2025)
RR
New York(10/8/2021)
RR
North Carolina(3/19/2024)
RR
Ohio(7/22/2024)
RR
Pennsylvania(6/6/2023)
RR
South Carolina(6/20/2023)
RR
Tennessee(6/8/2023)
RR
Texas(4/9/2021)
IAR
Texas(3/31/2025)
RR
Utah(9/29/2023)
RR
Washington(1/6/2023)
RR
Wisconsin(9/29/2023)
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
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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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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Brookfield, ILTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
