Brian Biehn

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

• 09/2009 → Present
  Fidelity Brokerage Services Llc
  Marlborough, MA
• 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
  Kaysville, UT
• 2010-04-26 → 2018-07-13
  Strategic Advisers Llc
  Sacramento, CA
  Jupiter, FL
  Lone Tree, CO
  Henderson, NV
  Palm Beach Gardens, FL
  Layton, UT
• 2009-07-13 → 2009-08-12
  Chase Investment Services Corp.
  Las Vegas, NV
• 2003-01-14 → 2009-07-14
  Strategic Advisers Llc
  Spring, TX

Other Businesses

OBA-7376|OrgNmn:Self Employed|Org Addr:Port St Lu,Florida,US|OBA Nature:Providing education and live r|Invst Rel:N|Title:Sole Proprietor|Duties:Teach CFP courses|StrtDt:08-10-16|TotHrs/mon:20|TrdHrs/mon:0|

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-05-03
• S66 Uniform Combined State Law Examination
  2002-07-23

Designations

• Certified Financial Planner

Other Names

• Brian C Biehn