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Cynthia Yelda Audish

Cynthia Y. Audish

STRATEGIC ADVISERS LLC | Financial Consultant
TROY, MI
Some features on this profile are disabled
CRD#: 6459726
Cynthia Yelda Audish

Professional summary

Cynthia Yelda Audish, who also goes by Cynthia Yelda, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Troy, Michigan and FIDELITY BROKERAGE SERVICES LLC located in Troy, Michigan.

Cynthia is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Cynthia has worked at 7 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 6 exams.

Biography

With over 8 years of planning experience, I partner with clients to develop and implement a lifelong Financial Plan that is predictable and designed to provide peace of mind, regardless the direction of the stock market. This helps align portfolio investments with my client's specific goals to empower and give them control of their financial future.
top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Cynthia Yelda

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-120532|OrgNmn:uilding a Collaborative Culture: Strategies for a Pos|Org Addr:Shelby Twp,Michigan,US|OBA Nature:Book on Leadership|Invst Rel:N|Title:Author|Duties:Book on Leadership|StrtDt:|TotHrs/mon:0.01|TrdHrs/mon:0|OBA-120533|OrgNmn:Textbooks on Leadership|Org Addr:Shelby Twp,Michigan,US|OBA Nature:Leadership Textbooks to be use|Invst Rel:N|Title:Author|Duties:Author|StrtDt:|TotHrs/mon:0.01|TrdHrs/mon:0|

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cynthia Yelda Audish's CRS (Customer Relationship Summary).
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®
None

Education

Walsh College of Accountancy & Business

Master of Business Administration (MBA) - Business Administration

2013

Baker College

Bachelor of Business Administration - Business Administration

2012

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
TROY, MI
Current

May 12, 2021 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 778 West Big Beaver Road, Troy, MI 48084
BD
CRD#: 7784
Troy, MI
Past

May 21, 2021 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
TROY, MI
Past

June 3, 2020 - April 13, 2021

TD AMERITRADE, INC.

RIA
CRD#: 7870
SAN DIEGO, CA
Past

June 3, 2020 - April 13, 2021

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 111514
SAN DIEGO, CA
Past

June 3, 2020 - April 13, 2021

TD AMERITRADE, INC.

BD
CRD#: 7870
SAN DIEGO, CA
Past

November 13, 2019 - May 4, 2020

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SAN DIEGO, CA
Past

December 7, 2017 - October 28, 2019

DUNHAM

BD
CRD#: 13162
SAN DIEGO, CA
Past

June 16, 2015 - September 1, 2017

FARMERS FINANCIAL SOLUTIONS, LLC

BD
CRD#: 103863
EL CAJON, CA

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
California
(4/8/2025)
RR
Florida
(9/12/2022)
RR
Illinois
(6/4/2025)
RR
Michigan
(5/12/2021)
IAR
Michigan
(3/31/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/18/2018
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 7/20/2015
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 9/27/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 6/16/2015
Investment Company Products/Variable Contracts Representative Examination
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)
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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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)
FIDELITY STRATEGIC DISCIPLINES (11/10/2025)
FIDELITY WEALTH SERVICES (9/10/2025)
STRATEGIC ADVISERS LLC (9/10/2025)
FIDELITY MANAGED FIDFOLIOS (3/31/2025)
FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)
FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

Regulatory assets under management

Total Number of Accounts2,486,631
AUM (Assets Under Management)$ 1,067,664,605,590

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
09/24/2025
Cover Page
Report

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#: 104555Troy, MI

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Contact information

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