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Craig E Brown

Strategic Advisers LLC

Franklin, TN

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • TN RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Franklin, TN • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services Llc Westlake TX 01/2008 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
Fidelity Investments West Lake TX 04/2006 Present
  • 01/2008 → Present
    Fidelity Brokerage Services Llc
    Westlake, TX
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
  • 04/2006 → Present
    Fidelity Investments
    West Lake, TX
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Covington, KY
    Franklin, TN
  • 2006-10-17 → 2018-07-13
    Strategic Advisers Llc
    Brentwood, TN
    King Of Prussia, PA
    Westlake, TX
    Lewisville, TX
    Franklin, TN
    Franklin, TN
  • 2002-10-29 → 2006-04-13
    Missionsquare Retirement
    Washington, DC
Other Businesses

OBA-64922|OrgNmn:Craig Brown|Org Addr:Franklin,Tennessee,US|OBA Nature:Real Estate purchase, rehab, s|Invst Rel:Y|Title:Partner|Duties:purchasing, rehabing and selling property with general contractor and agent|StrtDt:12-08-21|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-10-15
S63 Uniform Securities Agent State Law Examination 2001-04-11
  • S65 Uniform Investment Adviser Law Examination
    2002-10-15
  • S63 Uniform Securities Agent State Law Examination
    2001-04-11
Other Names
  • Craig Everett Brown

View on SEC IAPD

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