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Bryan Brown

Strategic Advisers LLC

Davis, CA

Roseville, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-13
CA RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-10-13
  • CA RA
    APPROVED
    Since 2025-03-31

Branch Locations

Davis, CA • United States

1261 Roseville Parkway, Roseville, CA 95678-9998 • 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
Franklin Templeton Distributors Inc. Rancho Cordova CA 06/2018 12/2024
Franklin Distributors, Llc Rancho Cordova CA 01/2013 06/2018
Fidelity Investments Roseville CA 12/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2018 → 12/2024
    Franklin Templeton Distributors Inc.
    Rancho Cordova, CA
  • 01/2013 → 06/2018
    Franklin Distributors, Llc
    Rancho Cordova, CA
  • 12/2024 → Present
    Fidelity Investments
    Roseville, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-02-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Roseville, CA
    Davis, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-05
S63 Uniform Securities Agent State Law Examination 2011-08-12
  • S65 Uniform Investment Adviser Law Examination
    2024-12-05
  • S63 Uniform Securities Agent State Law Examination
    2011-08-12
Other Names
  • Bryan Ronald Brown

View on SEC IAPD

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