Brendan Flynn

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

• 08/2015 → 11/2016
  Edward Jones
  Oconomonoc, WI
• 11/2016 → 08/2018
  Jp Morgan Chase Bank
  Bristol, WI
• 11/2016 → 09/2019
  Jp Morgan Securities, Llc
  Bristol, WI
• 08/2018 → 09/2019
  Jp Morgan Chase Bank
  Bristol, WI
• 09/2019 → 04/2021
  Us Bank, Na
  Milwuakee, WI
• 04/2021 → Present
  Fidelity Investments
  Westlake, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-06-14 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Westlake, TX
• 2016-11-21 → 2019-10-08
  J.P. Morgan Securities Llc
  Bristol, WI
• 2016-01-15 → 2016-11-08
  Edward Jones
  Racine, WI
  St Louis, MO
  Burlington, WI
  Oconomowoc, WI

Exams

• S66 Uniform Combined State Law Examination
  2015-12-01

Other Names

• Brendan Flynn
• Brendan James Flynn