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Brittany K Richmond

Strategic Advisers LLC

Oak Brook, IL

Plainfield, IL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-03-31
SC RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • IL RA
    APPROVED
    Since 2025-03-31
  • SC RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

1415 W 22Nd St Oak Brook Reg Twr Stes 100 & 900, Oak Brook, IL 60523-8416 • United States

Plainfield, IL • 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
Bank Of America, N.A. Willowbrook IL 12/2014 05/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated Willowbrook IL 07/2007 05/2017
Fidelity Brokerage Services Llc Oakbrook IL 06/2017 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/2014 → 05/2017
    Bank Of America, N.A.
    Willowbrook, IL
  • 07/2007 → 05/2017
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Willowbrook, IL
  • 06/2017 → Present
    Fidelity Brokerage Services Llc
    Oakbrook, IL
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Other Businesses

OBA-113884|OrgNmn:Saints Youth Football Board position|Org Addr:Plainfield,Illinois,US|OBA Nature:Football team problems brought|Invst Rel:N|Title:Secretary |Duties:Board meetings monthly in the evening |StrtDt:10-14-24|TotHrs/mon:2|TrdHrs/mon:0|OBA-9813|OrgNmn:Lilys Talent Agency|Org Addr:Plainfield,Illinois,US|OBA Nature:Modeling|Invst Rel:N|Title:Model|Duties:Photo Shoot, Print work, Commercials|StrtDt:05-22-18|TotHrs/mon:3|TrdHrs/mon:3|OBA-106301|OrgNmn:Greypark LLC|Org Addr:New Buffal,Michigan,US|OBA Nature:Rental Property |Invst Rel:Y|Title:Owner|Duties:Maintain property |StrtDt:02-16-24|TotHrs/mon:4|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-02-12
  • S66 Uniform Combined State Law Examination
    2015-02-12
Other Names
  • Brittany K Richmond
  • Brittany Richmond
  • Brittany Kristine Richmond

View on SEC IAPD

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ERGAWEALTH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
GEIGER WEALTH MANAGEMENT

Other Investors

TODD BRENDAN SCHROEDER
MICHAEL CHRISTOPHER LEE
DANIEL P SCHIPITSCH
ALAN P MADEJ
Anthony Joesph Bittman
Joseph Herr
Lauren A Mlady
Danieh Kasar

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · OAK BROOK, IL
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC · OAK BROOK, IL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · OAK BROOK, IL
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · Oak Brook, IL
WEALTHQUEST CORPORATION · OAK BROOK, IL
ERGAWEALTH ADVISORS, INC. · OAK BROOK, IL
CETERA INVESTMENT ADVISERS LLC · OAK BROOK, IL
LPL FINANCIAL LLC · OAK BROOK, IL

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