Brandon S Albertoni

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

FL RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

821 Beachland Blvd, Vero Beach, FL 32963-1606 • United States

Vero Beach, FL • 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

Organization	City	State	From	To
Fidelity Brokerage Services Llc	Salt Lake City	UT	11/2007	Present
Fidelity Investments	Boston	MA	03/2025	Present

11/2007 → Present

Fidelity Brokerage Services Llc

Salt Lake City, UT
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2021-02-04 → 2025-03-31

Fidelity Personal And Workplace Advisors

Salt Lake City, UT

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-01-25
S63	Uniform Securities Agent State Law Examination	2008-04-17

S66 Uniform Combined State Law Examination

2021-01-25
S63 Uniform Securities Agent State Law Examination

2008-04-17

View on SEC IAPD

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