EC
Ellen M. Currey
STRATEGIC ADVISERS LLC
BRENTWOOD, TN
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CRD#: 6761329
EC
Professional summary
Ellen Martha Currey, who also goes by Ellen M Currey, Ellen Currey, Ellen Martha Wall, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Brentwood, Tennessee and FIDELITY BROKERAGE SERVICES LLC located in Franklin, Tennessee.
Ellen is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Ellen has worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ellen M Currey | Ellen Currey | Ellen Martha Wall
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-116319|OrgNmn:EAW Real Estate, LLC|Org Addr:Franklin,Tennessee,US|OBA Nature:Lessor of commercial condo off|Invst Rel:Y|Title:member|Duties:Passive involvement. No duties or obligations|StrtDt:|TotHrs/mon:0.01|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Ellen Martha Currey'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
Office #2: 4031 Aspen Grove Dr Suite 490, Franklin, TN 37067-2939RIA
CRD#: 104555
BRENTWOOD, TN
Current
April 10, 2024 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 4031 Aspen Grove Drive Suite 490, Franklin, TN 37067BD
CRD#: 7784
Franklin, TN
Past
April 16, 2024 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
GERMANTOWN, TN
Past
May 8, 2020 - February 3, 2023
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
GERMANTOWN, TN
Past
April 23, 2020 - February 2, 2023
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
GERMANTOWN, TN
Past
February 14, 2019 - July 18, 2019
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
GERMANTOWN, TN
Past
August 18, 2017 - July 16, 2019
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
GERMANTOWN, TN
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(4/10/2024)
RR
Alaska(4/10/2024)
RR
Arizona(4/10/2024)
RR
Arkansas(4/10/2024)
RR
California(4/10/2024)
RR
Colorado(4/10/2024)
RR
Connecticut(4/10/2024)
RR
Delaware(4/10/2024)
RR
District of Columbia(1/3/2025)
RR
Florida(4/10/2024)
RR
Georgia(4/10/2024)
RR
Hawaii(4/10/2024)
RR
Idaho(4/10/2024)
RR
Illinois(4/10/2024)
RR
Indiana(4/10/2024)
RR
Iowa(4/10/2024)
RR
Kansas(4/10/2024)
RR
Kentucky(4/10/2024)
RR
Louisiana(4/10/2024)
RR
Maine(4/10/2024)
RR
Maryland(4/10/2024)
RR
Massachusetts(4/10/2024)
RR
Michigan(4/10/2024)
RR
Minnesota(4/10/2024)
RR
Mississippi(4/10/2024)
RR
Missouri(4/10/2024)
RR
Montana(4/10/2024)
RR
Nebraska(4/10/2024)
RR
Nevada(4/10/2024)
RR
New Hampshire(4/10/2024)
RR
New Jersey(4/10/2024)
RR
New Mexico(4/10/2024)
RR
New York(4/10/2024)
RR
North Carolina(4/10/2024)
RR
North Dakota(4/10/2024)
RR
Ohio(4/11/2024)
RR
Oklahoma(4/10/2024)
RR
Oregon(4/10/2024)
RR
Pennsylvania(4/10/2024)
RR
Puerto Rico(1/3/2025)
RR
Rhode Island(4/10/2024)
RR
South Carolina(4/10/2024)
RR
South Dakota(4/10/2024)
RR
Tennessee(4/11/2024)
IAR
Tennessee(3/31/2025)
RR
Texas(4/10/2024)
IAR
Texas(3/31/2025)
RR
Utah(4/10/2024)
RR
Vermont(4/10/2024)
RR
Virginia(4/10/2024)
RR
Washington(4/10/2024)
RR
West Virginia(4/10/2024)
RR
Wisconsin(4/10/2024)
RR
Wyoming(4/10/2024)
Exams
State Security Law Exam
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
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.
