M. Brandon Hall

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

• 06/2000 → Present
  Fidelity Investments
  Fairfax, VA
• 07/2018 → Present
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2018-07-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boston, MA
  Covington, KY
  Franklin, TN
• 2002-01-01 → 2018-07-13
  Strategic Advisers Llc
  Franklin, TN
  King Of Prussia, PA
  Franklin, TN

Other Businesses

OBA-110804|OrgNmn:Family Horse Business|Org Addr:Franklin,Tennessee,US|OBA Nature:horse rescue, training, racing|Invst Rel:N|Title:Owner|Duties:board, train and care for horses, may turn into a 501c3|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|OBA-108261|OrgNmn:Franklin High School Band Boosters|Org Addr:Franklin,Tennessee,US|OBA Nature:Board Position: VP Fundraising|Invst Rel:N|Title:VP Fundraising (board position)|Duties:Fundraising|StrtDt:06-10-25|TotHrs/mon:8|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2001-11-27
• S63 Uniform Securities Agent State Law Examination
  2001-06-01

Other Names

• M. Brandon Hall
• Michael Brandon Hall
• M. Brandon Brandon Hall