Seth A. Cranfill
STRATEGIC ADVISERS LLC | Financial Consultant
POMPANO BEACH, FL
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CRD#: 6608489
Professional summary
Seth A. Cranfill, CFP®, who also goes by Seth Austin Cranfill, Seth Cranfill, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Pompano Beach, Florida and FIDELITY BROKERAGE SERVICES LLC located in Ft. Lauderdale, Florida.
Seth is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Seth has worked at 5 firms and has passed the Series 63, SIE and Series 7 exams.
Biography
My role is to help you make wise choices with your assets. We'll accomplish this together by developing a financial plan and investment strategy that is tailored uniquely to your goals and needs, while continuously monitoring for adjustments and improvements as those goals and needs change.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Investment Planning
Retirement Planning
What is your minimum asset requirement?
250K
Are you a "fiduciary"?
Yes
Aliases
Seth Austin Cranfill | Seth Cranfill
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 Seth A. Cranfill'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®
CFP®
Start date: 2018
Education
Gardner-Webb University
Master of Business Administration (MBA) - Finance
2016
Gardner-Webb University
Bachelor of Business Administration - Finance
2014
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 450 N Federal Hwy Suite 200 / 300, Ft. Lauderdale, FL 33301-1122RIA
CRD#: 104555
POMPANO BEACH, FL
Current
July 10, 2019 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 450 N. Federal Highway Suite 200 / 300, Ft. Lauderdale, FL 33301BD
CRD#: 7784
Ft. Lauderdale, FL
Past
July 29, 2019 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
BOCA RATON, FL
Past
April 4, 2019 - June 7, 2019
THRIVENT INVESTMENT MANAGEMENT INC.
BD
CRD#: 18387
Fort Lauderdale, FL
Past
April 4, 2016 - February 11, 2019
VANGUARD MARKETING CORPORATION
BD
CRD#: 7452
CHARLOTTE, NC
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(8/17/2021)
RR
Colorado(7/19/2024)
RR
Connecticut(3/1/2024)
RR
Florida(7/10/2019)
IAR
Florida(3/31/2025)
RR
Georgia(5/21/2021)
RR
Illinois(3/1/2024)
RR
Indiana(3/1/2024)
RR
Maryland(3/1/2024)
RR
Massachusetts(3/1/2024)
RR
Michigan(1/3/2025)
RR
New Jersey(3/1/2024)
RR
New York(7/10/2019)
RR
North Carolina(7/10/2019)
RR
Ohio(3/4/2024)
RR
Oklahoma(3/1/2024)
RR
Oregon(3/1/2024)
RR
Pennsylvania(9/5/2025)
RR
South Carolina(3/1/2024)
RR
Tennessee(5/21/2021)
RR
Texas(5/6/2022)
IAR
Texas(3/31/2025)
RR
Virginia(5/21/2021)
RR
West Virginia(1/19/2024)
RR
Wisconsin(3/1/2024)
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
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#: 104555Pompano Beach, FLTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
