Teyonna S. Harris

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration

Active

Investment adviser registration

Active

Exams passed (4)

Series 66Series 63SIESeries 7

Registered states (53)

Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin · Wyoming

Years in the industry (source record)

19

Professional designations

Not yet retrieved from the source record

Disclosures

Copied from the official record

Current firm

From the firm record

Firm

Fidelity Brokerage Services LLC

Firm CRD

7784

SEC number

Not yet retrieved from the source record

Assets under management

Not yet retrieved from the source record

Website

Not yet retrieved from the source record

Phone

Not yet retrieved from the source record

Firm location

Not yet retrieved from the source record

Employment history (22)

From the source registration record · current first

• Strategic Advisers LLCCurrent

  Loganville, GA · IA capacity
  Sep 29, 2025 → present
• Fidelity Brokerage Services LLCCurrent

  Loganville, GA · BD capacity
  Sep 9, 2025 → present
• Fidelity Brokerage Services LLCCurrent

  Salt Lake City, UT · BC capacity
  start not retrieved → present
• Merrill Lynch, Pierce, Fenner & Smith Incorporated

  BD capacity
  Feb 11, 2025 → Jul 15, 2025
• Merrill Lynch, Pierce, Fenner & Smith Incorporated

  IA capacity
  Feb 11, 2025 → Jul 15, 2025
• Empower Advisory Group, LLC

  IA capacity
  Jan 9, 2023 → Mar 28, 2023
• Empower Financial Services, Inc.

  BD capacity
  Jan 5, 2023 → Mar 28, 2023
• Manning & Napier Advisors, LLC

  IA capacity
  Mar 27, 2020 → Dec 12, 2022
• Manning & Napier Investor Services, Inc.

  BD capacity
  Mar 26, 2020 → Dec 12, 2022
• Citizens Securities, Inc.

  BD capacity
  Mar 26, 2018 → Sep 9, 2019
• Citizens Securities, Inc.

  IA capacity
  Mar 26, 2018 → Sep 9, 2019
• Wells Fargo Clearing Services, LLC

  BD capacity
  Dec 15, 2015 → Apr 9, 2018
• Wells Fargo Clearing Services, LLC

  IA capacity
  Dec 15, 2015 → Apr 9, 2018
• Td Ameritrade, Inc.

  IA capacity
  Sep 12, 2013 → Dec 7, 2015
• Amerivest Investment Management, LLC

  IA capacity
  Sep 12, 2013 → Dec 7, 2015
• Td Ameritrade, Inc.

  BD capacity
  Sep 4, 2013 → Dec 7, 2015
• Pnc Investments

  BD capacity
  Feb 15, 2012 → Aug 23, 2013
• Merrill Lynch, Pierce, Fenner & Smith Incorporated

  BD capacity
  May 6, 2011 → Jan 19, 2012
• Morgan Stanley Smith Barney LLC

  IA capacity
  Sep 16, 2010 → Mar 1, 2011
• Morgan Stanley Smith Barney

  BD capacity
  Jul 23, 2010 → Mar 1, 2011
• Merrill Lynch, Pierce, Fenner & Smith Incorporated

  BD capacity
  Mar 8, 2010 → Mar 23, 2010
• Fidelity Brokerage Services LLC

  BD capacity
  Sep 21, 2007 → Jan 29, 2010

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.