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Chelsea Luttrell

Strategic Advisers LLC

Germantown, TN

Arlington, TN

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • TN RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

7628 W. Farmington Blvd Ste 110, Germantown, TN 38138-2827 • United States

Arlington, TN • 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
Cbiz, Inc. Memphis TN 12/2020 04/2022
Ernst & Young, Llp Memphis TN 07/2015 12/2020
Thrivent Investment Management Inc Memphis TN 02/2022 12/2023
Thrivent Financial Appleton WI 06/2022 10/2022
Thrivent Financial Appleton WI 10/2022 12/2023
Thrivent Financial Appleton WI 04/2022 06/2022
Fidelity Investments Germantown TN 01/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/2020 → 04/2022
    Cbiz, Inc.
    Memphis, TN
  • 07/2015 → 12/2020
    Ernst & Young, Llp
    Memphis, TN
  • 02/2022 → 12/2023
    Thrivent Investment Management Inc
    Memphis, TN
  • 06/2022 → 10/2022
    Thrivent Financial
    Appleton, WI
  • 10/2022 → 12/2023
    Thrivent Financial
    Appleton, WI
  • 04/2022 → 06/2022
    Thrivent Financial
    Appleton, WI
  • 01/2024 → Present
    Fidelity Investments
    Germantown, TN
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-02-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Germantown, TN
  • 2022-06-06 → 2024-01-02
    Thrivent Investment Management Inc.
    Minneapolis, MN
    Memphis, TN
    Memphis, TN
Other Businesses

OBA-106273|OrgNmn:Amazon.Com, Inc.|Org Addr:Seattle,Washington,US|OBA Nature:Transportation, Delivery and R|Invst Rel:N|Title:Independent Contractor|Duties:Delivering parcels/packages during scheduled delivery blocks through the Amazon Flex program|StrtDt:12-01-23|TotHrs/mon:6|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-06-02
  • S66 Uniform Combined State Law Examination
    2022-06-02
Other Names
  • Chelsea Janelle Harris
  • Chelsea Janelle Luttrell

View on SEC IAPD

Other Firms

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STUDDARD FINANCIAL, LLC
SOWELL MANAGEMENT
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
BROOKSTONE WEALTH ADVISORS, LLC
LPL FINANCIAL LLC

Other Investors

Christopher Chea Stewart
GEORGE REYNOLDS HOWARD
JAMES EDWARD STEIGER
JEROME FRANKLIN
JERRY MCEWEN
IVAN JUAN RODRIGUEZ
BYRON LEE STUDDARD
William Brian Raiteri

Other Offices

CENTAURUS FINANCIAL, INC. · Germantown, TN
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · GERMANTOWN, TN
NEW SOUTHERN ADVISORY SERVICES · GERMANTOWN, TN
STUDDARD FINANCIAL, LLC · GERMANTOWN, TN
SOWELL MANAGEMENT · Germantown, TN
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · GERMANTOWN, TN
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Germantown, TN
BROOKSTONE WEALTH ADVISORS, LLC · Germantown, TN

More in Germantown, TN

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