Brittany Leigh Boerschig

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

• 08/2024 → Present
  Fidelity Investments
  Westlake, TX
• 01/2019 → 03/2024
  Homemaker
  Fort Worth, TX
• 07/2018 → 01/2019
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 03/2024 → 07/2024
  Charles Schwab
  Westlake, TX
• 06/2015 → 01/2019
  Fidelity Brokerage Services Llc
  Westlake, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2025-02-04 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Fort Worth, TX
  Westlake, TX
• 2018-07-13 → 2019-01-25
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2016-05-11 → 2018-07-13
  Strategic Advisers Llc
  Westlake, TX

Exams

• S66 Uniform Combined State Law Examination
  2025-01-29

Other Names

• Brittany Leigh Thompson
• Brittany Leigh Boerschig
• Brittany Boerschig
• Brittany L Boerschig