HA
Hailee G. Allen
STRATEGIC ADVISERS LLC
RANCHO CUCAMONGA, CA
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CRD#: 7698064
HA
Professional summary
Hailee Genice Allen is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Rancho Cucamonga, California and FIDELITY BROKERAGE SERVICES LLC located in Rancho Cucamonga, California.
Hailee is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Hailee has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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-96338|OrgNmn:Throne|Org Addr:Rancho Cuc,California,US|OBA Nature:I recieve income through an on|Invst Rel:N|Title:Creator|Duties:No specific duties or obligations. The income I receive is just on a 'donation' basis.|StrtDt:07-07-22|TotHrs/mon:4|TrdHrs/mon:0|OBA-96346|OrgNmn:TikTok|Org Addr:Rancho Cuc,California,US|OBA Nature:TikTok Creator|Invst Rel:N|Title:Creator|Duties:No duties or obligations. I create content voluntarily.|StrtDt:09-26-22|TotHrs/mon:10|TrdHrs/mon:0|OBA-96340|OrgNmn:Dreamland Productions, LLC|Org Addr:Los Angele,California,US|OBA Nature:Entertainment business|Invst Rel:N|Title:Performer/Waitress|Duties:I choose which events I want to participate in. Work is on a sign-up basis. I am a 1099 Independent contractor employee. We are an entertainme|StrtDt:05-15-22|TotHrs/mon:15|TrdHrs/mon:0|OBA-96344|OrgNmn:YouTube|Org Addr:Rancho Cuc,California,US|OBA Nature:Youtube Channel|Invst Rel:N|Title:Creator|Duties:I have no set duties or obligations. Participation is voluntary.|StrtDt:11-29-22|TotHrs/mon:10|TrdHrs/mon:0|OBA-96342|OrgNmn:Twitch|Org Addr:Rancho Cuc,California,US|OBA Nature:Twitch is a live streaming pla|Invst Rel:N|Title:Creator|Duties:I livestream voluntarily and have no required hours.|StrtDt:07-17-21|TotHrs/mon:15|TrdHrs/mon:0|OBA-96204|OrgNmn:Instagram|Org Addr:Rancho Cuc,California,US|OBA Nature:Influencer/Creator Income; Fac|Invst Rel:N|Title:Creator|Duties:The main program is called "Instagram Reels Play Bonus." I upload videos voluntarily and get paid based on views. I also can set up monthly su|StrtDt:10-12-22|TotHrs/mon:20|TrdHrs/mon:0|OBA-96339|OrgNmn:Ko-Fi Labs Limited|Org Addr:Rancho Cuc,California,US|OBA Nature:Ko-Fi is an online donation pl|Invst Rel:N|Title:Creator|Duties:There are no duties or obligations. I choose to upload content voluntarily.|StrtDt:07-07-22|TotHrs/mon:4|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Hailee Genice Allen'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: 7310 Day Creek Blvd, Rancho Cucamonga, CA 91739-8035RIA
CRD#: 104555
RANCHO CUCAMONGA, CA
Current
May 18, 2023 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 7310 Day Creek Blvd., Rancho Cucamonga, CA 91739BD
CRD#: 7784
Rancho Cucamonga, CA
Past
January 24, 2024 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
RANCHO CUCAMONGA, 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
Arizona(1/6/2024)
RR
California(6/21/2023)
IAR
California(3/31/2025)
RR
Colorado(1/6/2024)
RR
Connecticut(1/6/2024)
RR
Florida(1/6/2024)
RR
Georgia(1/6/2024)
RR
Illinois(1/6/2024)
RR
Indiana(1/6/2024)
RR
Maryland(1/6/2024)
RR
Massachusetts(1/6/2024)
RR
Michigan(1/6/2024)
RR
Minnesota(1/6/2024)
RR
Missouri(1/6/2024)
RR
New Jersey(1/6/2024)
RR
New York(1/6/2024)
RR
North Carolina(1/6/2024)
RR
Ohio(1/6/2024)
RR
Pennsylvania(1/6/2024)
RR
Texas(1/6/2024)
IAR
Texas(3/31/2025)
RR
Virginia(1/6/2024)
RR
Washington(1/6/2024)
RR
Wisconsin(1/6/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 5/18/2023
General Securities Representative ExaminationGeneral 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.
