Brittney Renee Roberts Marshall

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

• 12/2014 → 02/2018
  Rogers Financial
  Harrisonburg, VA
• 09/2015 → 09/2017
  Capfinancial Securities, Llc
  Raleigh, NC
• 09/2015 → 02/2018
  Pensionmark Financial Group, Llc Dba/ Rogers Financial
  Harrisonburg, VA
• 09/2017 → 02/2018
  Pensionmark Securities, Llc
  Harrisonburg, VA
• 02/2018 → 05/2019
  Stonecrop Gardens
  Cold Spring, NY
• 05/2019 → 01/2020
  Betty Ford Alpine Gardens
  Vail, CO
• 09/2019 → 01/2020
  South Suburban Parks And Recreation
  Centennial, CO
• 01/2020 → Present
  Fidelity Brokerage Services Llc
  Greenwood Village, CO
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2020-01-28 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Greenwood Village, CO
• 2015-09-18 → 2018-02-01
  World Investment Advisors, Llc
  Harrisonburg, VA
  Lincroft, NJ
• 2014-12-10 → 2015-12-18
  Rogers Financial
  Harrisonburg, VA
• 2015-01-07 → 2015-09-29
  Lpl Financial Llc
  Harrisonburg, VA

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-12-10
• S63 Uniform Securities Agent State Law Examination
  2012-10-09

Other Names

• Brittney Renee Roberts
• Brittney Renee Roberts
• Brittney Renee Roberts Marshall
• Brittney Marshall