Sidney L. Polk
STRATEGIC ADVISERS LLC | Financial Consultant
FERNDALE, MI
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CRD#: 6825677
Professional summary
Sidney Lon Polk, CFP®, who also goes by Sidney Lon Polk, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Ferndale, Michigan and FIDELITY BROKERAGE SERVICES LLC located in Novi, Michigan.
Sidney is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Sidney has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
I partner with my clients to build a holistic planning relationship, utilizing my experience in both Finance and Business Management. Together, we will craft a plan that is customized to focus on your financial goals, while developing a lasting relationship built on trust, reliability and integrity. I invite you to schedule a meeting to further understand my approach, and allow me the opportunity to learn about you and your family.
Question & Answer
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Sidney Lon Polk
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Sidney Lon Polk'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®
CFP®
Start date: 2023
Education
Michigan State University
Bachelor of Science in Business - Financial and Organization Operations
2007
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 44244 West 12 Mile Road Suite 100, Novi, MI 48377-2616RIA
CRD#: 104555
FERNDALE, MI
Current
September 18, 2017 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 44244 West 12 Mile Road Suite 100, Novi, MI 48377BD
CRD#: 7784
Novi, MI
Past
September 19, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
NOVI, MI
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
Alabama(2/12/2021)
RR
Arizona(1/6/2023)
RR
California(3/2/2024)
RR
Florida(1/4/2019)
RR
Illinois(9/29/2023)
RR
Indiana(10/8/2021)
RR
Iowa(5/6/2025)
RR
Kentucky(3/2/2024)
RR
Massachusetts(7/8/2022)
RR
Michigan(11/30/2017)
IAR
Michigan(3/31/2025)
RR
Ohio(10/12/2021)
RR
Tennessee(3/4/2022)
RR
Texas(1/12/2021)
IAR
Texas(3/31/2025)
RR
Utah(7/21/2023)
RR
Washington(5/6/2025)
RR
Wisconsin(3/2/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General 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
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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
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Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Ferndale, MITRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
