Brandon C. Phelps

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

• 01/2014 → 11/2016
  Wells Fargo Advisors, Llc
  East Hartford, CT
• 01/2014 → 04/2018
  Wells Fargo Bank, Na
  East Hartford, CT
• 11/2016 → 04/2018
  Wells Fargo Clearing Services, Llc
  East Hartford, CT
• 06/2018 → 09/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Hartford, CT
• 01/2010 → 07/2017
  University Of Phoenix
  Windsor, CT
• 08/2018 → 09/2023
  Bank Of America, N.A.
  Hartford, CT
• 11/2023 → Present
  Fidelity Investments
  Westlake, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2025-02-04 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Gold Canyon, AZ
• 2018-08-20 → 2023-10-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Hartford, CT
  New Haven, CT
  Hartford, CT
  Hartford, CT
  New Haven, CT
  Hartford, CT
  Hartford, CT
• 2014-02-03 → 2018-04-17
  Wells Fargo Clearing Services, Llc
  Melville, NY
  East Hartford, CT
  East Hartford, CT
  Bloomfield, CT
  Bloomfield, CT
• 2008-01-16 → 2008-03-11
  Ameriprise Financial Services, Llc
  Glastonbury, CT

Other Businesses

OBA-105548|OrgNmn:Legaceed LLC|Org Addr:Queen Cree,Arizona,US|OBA Nature:LLC|Invst Rel:N|Title:Partner|Duties:Member, participating in activities outside of my hours working for Fidelity as needed.|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2025-02-03

Other Names

• Brandon Christopher Phelps
• Brandon Phelps