Teyonna S. Harris

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2025 → 07/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Duluth, GA
• 10/2024 → 01/2025
  Ess
  Knoxville, TN
• 12/2015 → 11/2016
  Wells Fargo Advisors Llc
  Pittsburgh, PA
• 07/2025 → Present
  Fidelity Investments
  Loganville, GA
• 12/2022 → 03/2023
  Empower Financial Services, Inc
  Greenwood Village, CO
• 03/2023 → 10/2024
  Unemployed
  Loganville, GA
• 03/2020 → 12/2022
  Manning & Napier Investor Services, Inc.
  Fairport, NY
• 01/2020 → 02/2020
  Palco
  Pittsburgh, PA
• 03/2020 → 12/2022
  Manning & Napier Advisors, Llc.
  Fairport, NY
• 09/2019 → 11/2019
  Unemployed
  Pittsburgh, PA
• 11/2019 → 03/2020
  Medstaffers
  Altoona, PA
• 01/2025 → 07/2025
  Bank Of America, N.A.
  Duluth, GA
• 11/2016 → 03/2018
  Wells Fargo Clearing Services, Llc
  Pittsburgh, PA
• 03/2018 → 09/2019
  Citizens Securities, Inc.
  Carnegie, PA

Previous Registrations

• 2025-02-11 → 2025-07-15
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Duluth, GA
• 2023-01-09 → 2023-03-28
  Empower Advisory Group, Llc
  Loganville, GA
  Greenwood Village, CO
• 2020-03-27 → 2022-12-12
  Manning & Napier Advisors, Llc
  Pittsburg, PA
  Fairport, NY
  Loganville, GA
• 2018-03-26 → 2019-09-09
  Citizens Securities, Inc.
  Carnegie, PA
  Pittsburgh, PA
  Mckees Rocks, PA
  Pittsburgh, PA
  Monroeville, PA
• 2015-12-15 → 2018-04-09
  Wells Fargo Clearing Services, Llc
  Pittsburgh, PA
• 2013-09-12 → 2015-12-07
  Td Ameritrade, Inc.
  Pittsburgh, PA
• 2013-09-12 → 2015-12-07
  Td Ameritrade Investment Management, Llc
  Pittsburgh, PA
• 2010-09-16 → 2011-03-01
  Morgan Stanley
  Ponte Vedra Beach, FL

Other Businesses

OBA-121310|OrgNmn:ESS|Org Addr:Knoxville,Tennessee,US|OBA Nature:Substitute teaching |Invst Rel:N|Title:Guest Instructor |Duties:present lessons and take attendance |StrtDt:10-15-24|TotHrs/mon:8|TrdHrs/mon:0|OBA-121308|OrgNmn:Epoxy Evolution LLC|Org Addr:Winder,Georgia,US|OBA Nature:Decorative Flooring Company |Invst Rel:N|Title:Partner|Duties:Invoicing and scheduling |StrtDt:09-19-22|TotHrs/mon:10|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2013-09-09
• S63 Uniform Securities Agent State Law Examination
  2007-10-26

Other Names

• Teyonna S Rivera
• Teyonna Sharone Rivera
• Teyonna S Rivera
• Teyonna S Rivera-Harris
• Teyonna S Harris
• Teyonna S Rivera-Harris
• Teyonna Sharone Ruthann Harris
• Teyonna Harris