Robert Bradley Creedle

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

• 07/2011 → 09/2016
  Valic Financial Advisors, Inc.
  Durham, NC
• 09/2016 → 03/2022
  Bank Of America, N.A.
  Durham, NC
• 09/2016 → 03/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Durham, NC
• 03/2022 → Present
  Fidelity Investments
  Durham, NC
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-04-25 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Durham, NC
• 2016-09-20 → 2022-03-28
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Durham, NC
  Research Triangle, NC
  Durham, NC
  Chapel Hill, NC
  Chapel Hill, NC
• 2011-09-06 → 2016-09-14
  Valic Financial Advisors, Inc.
  Durham, NC
  Durham, NC
• 2004-10-05 → 2011-07-27
  Wells Fargo Clearing Services, Llc
  Durham, NC
  Chapel Hill, NC
  Raleigh, NC
• 2003-04-16 → 2004-05-03
  Waddell & Reed
  Raleigh, NC

Exams

• S66 Uniform Combined State Law Examination
  2003-04-14
• S63 Uniform Securities Agent State Law Examination
  2000-10-31

Designations

• Certified Financial Planner

Other Names

• Brad Creedle
• Robert Bradley Creedle
• Robert Creedle