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Stanley Ronald Fells

Strategic Advisers LLC

Kirkland, WA

Bellevue, WA

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-03-31
WA RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31
  • WA RA
    APPROVED
    Since 2025-03-31

Branch Locations

Kirkland, WA • United States

10500 Ne 8Th Street Bellevue Place Ste 100, Bellevue, WA 98004-4303 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Minnesota Life Insurance Company St Paul MN 03/2015 07/2017
Securian Advisors North West Seattle WA 03/2015 07/2017
Securian Financial Services, Inc St Paul MN 03/2015 07/2017
Esoteric Wealth Partners Llc Lynnwood WA 07/2017 12/2018
Guidance Northwest Insurance, Llc Lynnwood WA 10/2017 12/2018
Local Hoops Bellevue WA 08/2015 Present
Td Ameritrade, Inc. Lynnwood WA 12/2018 07/2020
Fidelity Investments Bellevue WA 07/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2015 → 07/2017
    Minnesota Life Insurance Company
    St Paul, MN
  • 03/2015 → 07/2017
    Securian Advisors North West
    Seattle, WA
  • 03/2015 → 07/2017
    Securian Financial Services, Inc
    St Paul, MN
  • 07/2017 → 12/2018
    Esoteric Wealth Partners Llc
    Lynnwood, WA
  • 10/2017 → 12/2018
    Guidance Northwest Insurance, Llc
    Lynnwood, WA
  • 08/2015 → Present
    Local Hoops
    Bellevue, WA
  • 12/2018 → 07/2020
    Td Ameritrade, Inc.
    Lynnwood, WA
  • 07/2020 → Present
    Fidelity Investments
    Bellevue, WA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-08-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Bellevue, WA
  • 2019-01-03 → 2020-07-28
    Td Ameritrade, Inc.
    Lynnwood, WA
  • 2019-01-03 → 2020-07-28
    Td Ameritrade Investment Management, Llc
    Lynnwood, WA
    Lynnwood, WA
  • 2017-07-20 → 2018-12-11
    Esoteric Wealth Partners Llc
    Edmond, OK
  • 2015-08-19 → 2017-07-19
    Securian Financial Services, Inc.
    Seattle, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-08-14
  • S66 Uniform Combined State Law Examination
    2015-08-14
Other Names
  • Stanley Ronald Fells
  • Stanley Ronald Fells
  • Stanley Ronald Fells
  • Jr Fells
  • Stanley R Fells
  • Stanley R Fells

View on SEC IAPD

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