Brian Westerhoff

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

• 11/2009 → 11/2016
  Scottrade
  Silverdale, WA
• 12/2016 → 05/2018
  Financial Engines Advisors L.L.C.
  Phoenix, AZ
• 01/2019 → 04/2020
  Charles Schwab & Co., Inc.
  Chesterfield, MO
• 01/2019 → 04/2020
  Charles Schwab Bank
  Chesterfield, MO
• 05/2018 → 01/2019
  Unemployed
  St Louis, MO
• 05/2020 → Present
  Fidelity Brokerage Services Llc
  St. Louis, MO
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2020-06-08 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  St. Louis, MO
• 2019-02-21 → 2020-05-11
  Charles Schwab & Co., Inc.
  Chesterfield, MO
  Clayton, MO
• 2017-06-19 → 2018-05-10
  Edelman Financial Engines
  Phoenix, AZ
• 2014-09-17 → 2016-12-09
  Scottrade Investment Management
  Saint Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2019-03-29
• S63 Uniform Securities Agent State Law Examination
  2010-03-04

Designations

• Certified Financial Planner

Other Names

• Brian Westerhoff
• Brian L Westerhoff
• Brian Lee Westerhoff