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Brian Schweitzer

Strategic Advisers LLC

Limerick, PA

Exton, PA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • PA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Limerick, PA • United States

300 Main Street, Exton, PA 19341-3707 • 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
Franklin/Templeton Distributors, Inc. San Mateo CA 10/2005 07/2020
Franklin Templeton Financial Services Corp San Mateo CA 08/2014 07/2020
Ft Institutional Llc San Mateo CA 06/2014 07/2020
Patriapps/Mentalflow Canton CT 08/2020 09/2021
Fidelity Investments Merrimack NH 12/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2005 → 07/2020
    Franklin/Templeton Distributors, Inc.
    San Mateo, CA
  • 08/2014 → 07/2020
    Franklin Templeton Financial Services Corp
    San Mateo, CA
  • 06/2014 → 07/2020
    Ft Institutional Llc
    San Mateo, CA
  • 08/2020 → 09/2021
    Patriapps/Mentalflow
    Canton, CT
  • 12/2021 → Present
    Fidelity Investments
    Merrimack, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-03-08 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Limerick, PA
  • 2002-02-21 → 2002-11-20
    Rorer Asset Management Llc
    Philadelphia, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-02-28
S63 Uniform Securities Agent State Law Examination 2002-02-08
S65 Uniform Investment Adviser Law Examination 2002-01-22
  • S66 Uniform Combined State Law Examination
    2022-02-28
  • S63 Uniform Securities Agent State Law Examination
    2002-02-08
  • S65 Uniform Investment Adviser Law Examination
    2002-01-22
Other Names
  • Brian Francis Schweitzer

View on SEC IAPD

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