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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Forest, VA • United States

15521 Midlothian Tpke Suite 101, Midlothian, VA 23113-7312 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Liberty University Lynchburg VA 04/2011 09/2022
Fidelity Investments Richmond VA 02/2023 Present
Liberty University School Of Business Lynchburg VA 03/2012 02/2023
Colorado Technical University Colorado Springs CO 01/2023 02/2023
Fidelity Investments Boston MA 03/2025 Present
  • 04/2011 → 09/2022
    Liberty University
    Lynchburg, VA
  • 02/2023 → Present
    Fidelity Investments
    Richmond, VA
  • 03/2012 → 02/2023
    Liberty University School Of Business
    Lynchburg, VA
  • 01/2023 → 02/2023
    Colorado Technical University
    Colorado Springs, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Other Businesses

OBA-96290|OrgNmn:Liberty University|Org Addr:Lynchburg,Virginia,US|OBA Nature:adjunct online professor of bu|Invst Rel:N|Title:online instructor|Duties:online adjunct the majority of activities is grading and responding to student's emails|StrtDt:03-05-12|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-18
S65 Uniform Investment Adviser Law Examination 1997-01-03
S63 Uniform Securities Agent State Law Examination 1996-12-20
  • S66 Uniform Combined State Law Examination
    2023-05-18
  • S65 Uniform Investment Adviser Law Examination
    1997-01-03
  • S63 Uniform Securities Agent State Law Examination
    1996-12-20
Other Names
  • Brian E Soistmann
  • Brian Earl Soistmann
  • Brian Soistmann

View on SEC IAPD

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