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Bryan Clapham

Strategic Advisers LLC

Dunwoody, GA

Cumming, GA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

127 Perimeter Center West, Dunwoody, GA 30346-1223 • United States

Cumming, GA • 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
Usaa Financial Advisors Inc Atlanta GA 07/2011 05/2017
Usaa Financial Planning Services Atlanta GA 07/2011 05/2017
Fidelity Bank Atlanta GA 05/2017 05/2018
Round Table Capital Management, Llc Alpharetta GA 07/2018 08/2020
Invesco Atlanta GA 08/2020 04/2022
Fidelity Investments Atlanta GA 04/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2011 → 05/2017
    Usaa Financial Advisors Inc
    Atlanta, GA
  • 07/2011 → 05/2017
    Usaa Financial Planning Services
    Atlanta, GA
  • 05/2017 → 05/2018
    Fidelity Bank
    Atlanta, GA
  • 07/2018 → 08/2020
    Round Table Capital Management, Llc
    Alpharetta, GA
  • 08/2020 → 04/2022
    Invesco
    Atlanta, GA
  • 04/2022 → Present
    Fidelity Investments
    Atlanta, GA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-05-31 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Dunwoody, GA
  • 2020-09-10 → 2022-04-05
    Invesco Advisers, Inc.
    Atlanta, GA
  • 2018-09-11 → 2020-09-02
    Round Table Capital Management
    Alpharetta, GA
  • 2011-09-01 → 2017-05-05
    Usaa Financial Planning Services
    San Antonio, TX
    Alpharetta, GA
    Atlanta, GA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2020-10-28
S66 Uniform Combined State Law Examination 2011-08-19
  • S63 Uniform Securities Agent State Law Examination
    2020-10-28
  • S66 Uniform Combined State Law Examination
    2011-08-19
Designations
Other Names
  • Bryan J Clapham
  • Bryan Clapham

View on SEC IAPD

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JASON MICHAEL JANSEN
RICARDO GUTIERREZ
GEORGE R SUCHIT
BRENT WALKER
TYLER LEGAULT
JAKE DANIEL CUSSON

Other Offices

NEWEDGE ADVISORS · Atlanta, GA
HWM WEALTH MANAGEMENT LLC · ATLANTA, GA
GALLAGHER FIDUCIARY ADVISORS, LLC · Atlanta, GA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Atlanta, GA
JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC · Atlanta, GA
TIMBERLAND INVESTMENT RESOURCES, LLC · ATLANTA, GA
COMPASS WEALTH MANAGEMENT, LLC · ATLANTA, GA
LIDO · Atlanta, GA

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