Bradley A. Dent

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

• 11/2015 → 05/2017
  Thrivent Investment Management Inc
  Wheaton, IL
• 04/2016 → 05/2017
  Thrivent Financial
  Appleton, WI
• 07/2017 → 12/2017
  Ride Sharing Services (Uber & Lyft)
  Chicago, IL
• 08/2017 → 03/2020
  Twende Asset Management Llc
  Wheaton, IL
• 10/2017 → 07/2019
  First Student
  Chicago, IL
• 12/2017 → 03/2020
  The Penn Mutual Life Insurance Company
  Wheaton, IL
• 02/2018 → 03/2020
  Ohio National Financial Services
  Wheaton, IL
• 01/2019 → 03/2020
  Brokers Alliance, Inc.
  Wheaton, IL
• 08/2019 → 03/2020
  Challenger Sports Corp.
  Naperville, IL
• 03/2020 → Present
  Fidelity Brokerage Services Llc
  Naperville, IL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2020-06-26 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Naperville, IL
• 2018-01-02 → 2020-03-18
  Signet Private Wealth, Llc
  Chicago, IL
• 2016-01-21 → 2017-06-05
  Thrivent Investment Management Inc.
  Downers Grove, IL
  Wheaton, IL

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-05-20
• S66 Uniform Combined State Law Examination
  2016-01-20

Designations

• Certified Financial Planner

Other Names

• Bradley Aaron Dent