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Brent Rite

Strategic Advisers LLC

Santa Monica, CA

Santa Monica, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Santa Monica, CA • United States

1200 Wilshire Blvd, Santa Monica, CA 90403-5407 • 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
Charles Schwab & Co., Inc. Redmond WA 08/2011 05/2017
Charles Schwab Bank Redmond WA 09/2014 05/2017
Td Ameritrade Encino CA 07/2017 05/2018
E*Trade Securities Llc Los Angeles CA 05/2018 04/2022
E*Trade Capital Management Llc Los Angeles CA 05/2018 04/2022
Fidelity Investments Santa Monica CA 04/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2011 → 05/2017
    Charles Schwab & Co., Inc.
    Redmond, WA
  • 09/2014 → 05/2017
    Charles Schwab Bank
    Redmond, WA
  • 07/2017 → 05/2018
    Td Ameritrade
    Encino, CA
  • 05/2018 → 04/2022
    E*Trade Securities Llc
    Los Angeles, CA
  • 05/2018 → 04/2022
    E*Trade Capital Management Llc
    Los Angeles, CA
  • 04/2022 → Present
    Fidelity Investments
    Santa Monica, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-08-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Santa Monica, CA
  • 2018-06-05 → 2022-05-11
    Harrisdirect Llc
    Los Angeles, CA
    Arlington, VA
    Los Angeles, CA
  • 2017-08-10 → 2018-06-01
    Td Ameritrade, Inc.
    Encino, CA
    Encino, CA
  • 2017-08-10 → 2018-06-01
    Td Ameritrade Investment Management, Llc
    Encino, CA
  • 2014-10-16 → 2017-05-31
    Charles Schwab & Co., Inc.
    Redmond, WA
    Phoenix, AZ
    Lynnwood, WA
Other Businesses

OBA-121651|OrgNmn:Cat Daddy Productions, LLC|Org Addr:Santa Moni,California,US|OBA Nature:Music Production and Performan|Invst Rel:N|Title:Sole Proprietor|Duties:Live Music Performances, Music Production, Consulting for producing live music performances|StrtDt:|TotHrs/mon:8|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-10-16
S63 Uniform Securities Agent State Law Examination 2011-11-04
  • S66 Uniform Combined State Law Examination
    2014-10-16
  • S63 Uniform Securities Agent State Law Examination
    2011-11-04
Other Names
  • Brent Andrew Rite

View on SEC IAPD

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