Rashon K. Holmes
STRATEGIC ADVISERS LLC | Planning Consultant
PHILADELPHIA, PA
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CRD#: 6945054
Professional summary
Rashon Kane Holmes, who also goes by Rashon Kane Holmes, Rashon Holmes, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Philadelphia, Pennsylvania and FIDELITY BROKERAGE SERVICES LLC located in Warrington, Pennsylvania.
Rashon is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Rashon has worked at 5 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.
Biography
I believe in building long-term relationships and helping my clients plan for every phase of their life. That process requires mutual respect and trust, so I work hard to get to know my clients so they know I'm here for them and their situation. Fidelity provides us with a wide range of tools, and I'm confident I can assist my clients no matter where they are on their life journey. I have a positive attitude and focus on providing my clients with confidence in their overall financial plan.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Rashon Kane Holmes | Rashon Holmes
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 Rashon Kane Holmes'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
Wesley College
Bachelor of Science (BS) - Business Management
2011
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 1520 Main St Ste 201, Warrington, PA 18976-3406RIA
CRD#: 104555
PHILADELPHIA, PA
Current
March 22, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 1520 Main St, Ste 201, Warrington, PA 18976-3401BD
CRD#: 7784
Warrington, PA
Past
March 25, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
WARRINGTON, PA
Past
April 8, 2019 - January 18, 2022
CITIZENS SECURITIES, INC.
RIA
CRD#: 39550
Fort Washington, PA
Past
March 1, 2019 - January 18, 2022
CITIZENS SECURITIES, INC.
BD
CRD#: 39550
Fort Washington, PA
Past
May 30, 2018 - February 26, 2019
SANTANDER SECURITIES LLC
BD
CRD#: 41791
ABINGTON, PA
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(1/4/2025)
RR
Arizona(9/12/2024)
RR
California(3/22/2022)
RR
Colorado(9/12/2024)
RR
Connecticut(9/12/2024)
RR
Delaware(9/12/2024)
RR
District of Columbia(1/4/2025)
RR
Florida(3/22/2022)
RR
Georgia(9/12/2024)
RR
Hawaii(1/4/2025)
RR
Illinois(9/12/2024)
RR
Indiana(9/12/2024)
RR
Kansas(1/4/2025)
RR
Louisiana(1/4/2025)
RR
Maine(1/4/2025)
RR
Maryland(9/12/2024)
RR
Massachusetts(9/12/2024)
RR
Michigan(9/12/2024)
RR
Missouri(1/4/2025)
RR
Nevada(1/4/2025)
RR
New Hampshire(9/12/2024)
RR
New Jersey(3/22/2022)
RR
New York(3/22/2022)
RR
North Carolina(3/22/2022)
RR
North Dakota(1/4/2025)
RR
Ohio(1/6/2025)
RR
Oregon(1/4/2025)
RR
Pennsylvania(3/22/2022)
IAR
Pennsylvania(3/31/2025)
RR
Puerto Rico(9/12/2024)
RR
South Carolina(6/28/2024)
RR
Tennessee(1/4/2025)
RR
Texas(3/22/2022)
IAR
Texas(3/31/2025)
RR
Utah(1/4/2025)
RR
Vermont(9/12/2024)
RR
Virginia(3/22/2022)
RR
Washington(1/4/2025)
RR
West Virginia(1/4/2025)
RR
Wisconsin(1/4/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 9/3/2020
General Securities Representative ExaminationGeneral 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
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.
