Richard W. Harrison
STRATEGIC ADVISERS LLC | Financial Consultant
MERIDIAN, ID
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CRD#: 6810926
Professional summary
Richard William Harrison, CFP®, who also goes by Richard William Harrison, Rich Harrison, Richard Harrison, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Meridian, Idaho and FIDELITY BROKERAGE SERVICES LLC located in Boise, Idaho.
Richard is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Richard has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
I establish relationships with people in the treasure valley and surrounding areas to determine their unique financial planning needs and available approaches to meet those needs.
Question & Answer
What are your service offerings?
Insurance Planning
Debt Management
Retirement Income Management
Education Planning
Estate Planning
Investment Planning
What is your minimum asset requirement?
250K
Are you a "fiduciary"?
Yes
Aliases
Richard William Harrison | Rich Harrison | Richard Harrison
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 Richard William Harrison'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: 2019
Education
Texas Tech University
Master of Science (MS) - Personal Financial Planning
2017
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 7940 West Rifleman St Ste 140, Boise, ID 83704-9002RIA
CRD#: 104555
MERIDIAN, ID
Current
October 3, 2019 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 7940 West Rifleman St, Ste 140, Boise, ID 83704BD
CRD#: 7784
Boise, ID
Past
October 9, 2019 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
BOISE, ID
Past
August 25, 2017 - October 1, 2019
VANGUARD ADVISERS, INC.
RIA
CRD#: 106715
Scottsdale, AZ
Past
August 14, 2017 - October 1, 2019
VANGUARD MARKETING CORPORATION
BD
CRD#: 7452
SCOTTSDALE, AZ
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
Alaska(10/15/2021)
RR
Arizona(7/7/2020)
RR
California(10/3/2019)
RR
Colorado(7/7/2020)
RR
Florida(4/23/2020)
RR
Georgia(5/6/2022)
RR
Idaho(10/3/2019)
IAR
Idaho(3/31/2025)
RR
Iowa(3/11/2022)
RR
Maine(3/7/2022)
RR
Maryland(4/23/2020)
RR
Michigan(2/16/2021)
RR
Minnesota(9/29/2023)
RR
Missouri(5/19/2023)
RR
Montana(10/3/2019)
RR
Nevada(10/4/2019)
RR
New Mexico(8/10/2020)
RR
North Carolina(7/21/2023)
RR
Ohio(12/13/2022)
RR
Oklahoma(5/19/2023)
RR
Oregon(10/3/2019)
RR
Pennsylvania(9/21/2020)
RR
South Dakota(4/22/2025)
RR
Tennessee(7/7/2020)
RR
Texas(4/23/2020)
IAR
Texas(3/31/2025)
RR
Utah(10/3/2019)
RR
Virgin Islands(7/21/2023)
RR
Virginia(5/6/2022)
RR
Washington(10/3/2019)
RR
Wyoming(4/22/2025)
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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Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Meridian, IDTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
