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Brian G Eborn

Strategic Advisers LLC

Collierville, TN

Germantown, TN

CRD 5470334

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
UT RA APPROVED 2025-03-31
  • TN RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31
  • UT RA
    APPROVED
    Since 2025-03-31

Branch Locations

Collierville, TN • United States

7628 W. Farmington Blvd Ste 110, Germantown, TN 38138-2827 • 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
Fidelity Brokerage Services Llc Salt Lake City UT 12/2007 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/2007 → Present
    Fidelity Brokerage Services Llc
    Salt Lake City, UT
  • 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
    Germantown, TN
  • 2010-01-01 → 2018-07-13
    Strategic Advisers Llc
    Salt Lake City, UT
    American Fork, UT
    American Fork, UT
    Salt Lake City, UT
    American Fork, UT
Other Businesses

OBA-132277|OrgNmn:The Leadership Charge|Org Addr:Colliervil,Tennessee,US|OBA Nature:Leadership consulting|Invst Rel:N|Title:Officer|Duties:Writing articles, posting content to start.|StrtDt:|TotHrs/mon:3|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-12-30
S63 Uniform Securities Agent State Law Examination 2008-02-18
  • S66 Uniform Combined State Law Examination
    2009-12-30
  • S63 Uniform Securities Agent State Law Examination
    2008-02-18

View on SEC IAPD

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