Brenden Hellyer

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

• 10/2025 → Present
  Fidelity Investments
  Princeton, NJ
• 03/2012 → 10/2025
  Bank Of America, N.A.
  Pennington, NJ
• 03/2012 → 10/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ

Previous Registrations

• 2012-06-05 → 2025-10-20
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
  Hunt Valley, MD
  Pennington, NJ

Other Businesses

OBA-124187|OrgNmn:Saints Prison Ministry|Org Addr:Hainesport,New Jersey,US|OBA Nature:Religous non-profit|Invst Rel:N|Title:Board member|Duties:Board meetings every other month, advising the ministry on following its mission|StrtDt:10-27-25|TotHrs/mon:2|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2012-06-01

Other Names

• Brenden Hellyer
• Brenden S Hellyer