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Brandon A Kanagy

Strategic Advisers LLC

Orland Park, IL

Orland Park, IL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-04
IL RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2026-02-04
  • IL RA
    APPROVED
    Since 2025-03-31

Branch Locations

15105 S. Lagrange Road, Orland Park, IL 60462-3708 • United States

Orland Park, IL • United States

Disclosures

1 disclosure category 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 No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services, Inc. Schaumburg IL 02/1997 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/1997 → Present
    Fidelity Brokerage Services, Inc.
    Schaumburg, IL
  • 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
    Orland Park, IL
    Orland Park, IL
  • 1998-08-09 → 2018-07-13
    Strategic Advisers Llc
    Oakbrook, IL
    Orland Park, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-08-19
S63 Uniform Securities Agent State Law Examination 1997-09-05
  • S65 Uniform Investment Adviser Law Examination
    1998-08-19
  • S63 Uniform Securities Agent State Law Examination
    1997-09-05
Other Names
  • Brandon Alan Kanagy

View on SEC IAPD

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Other Investors

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CHRISTINA A Valtierra
Pamela Jean Tattas
MARK ANTHONY GIOVANAZZI
DEBRA J BAKER
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Other Offices

MORGAN STANLEY · Orland Park, IL
OSAIC WEALTH, INC. · Orland Park, IL
CETERA INVESTMENT ADVISERS LLC · ORLAND PARK, IL
W&S BROKERAGE SERVICES, INC. · ORLAND PARK, IL
WAVE & BREAKOUT L.L.C. · ORLAND PARK, IL
HIGHPOINT PLANNING PARTNERS · ORLAND PARK, IL
WELLS FARGO CLEARING SERVICES, LLC · ORLAND PARK, IL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ORLAND PARK, IL

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