Brent Joseph Howard

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

• 06/2004 → 12/2018
  Lincoln Financial Advisors Corporation
  Windsor, CT
• 06/2019 → Present
  Fidelity Brokerage Services, Llc
  Merrimack, NH
• 01/2019 → 06/2019
  Unemployed
  Harvard, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-05-26 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Merrimack, NH
• 2004-08-11 → 2018-12-31
  Osaic Fa, Inc.
  Wakefield, MA
  Peabody, MA
  Hartford, CT
  Harvard, MA
  Hartford, CT

Other Businesses

OBA-119754|OrgNmn:Wachusett Mountain Ski Patrol|Org Addr:Westminste,Massachuse,US|OBA Nature:Medical & Safety personnel |Invst Rel:N|Title:Ski Patroler|Duties:Basic life support, lift evacuation, safety enforcement, refresher training 1x yr|StrtDt:06-04-25|TotHrs/mon:30|TrdHrs/mon:5|

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-11-14
• S63 Uniform Securities Agent State Law Examination
  2000-11-22

Designations

• Certified Financial Planner

Other Names

• Brent Joseph Howard
• Brent Howard