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Brendan Rogan

Strategic Advisers LLC

Philadelphia, PA

Philadelphia, PA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-08-14
PA RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2026-08-14
  • PA RA
    APPROVED
    Since 2025-03-31

Branch Locations

Philadelphia, PA • United States

1735 Market St Mellon Bank Center, Philadelphia, PA 19103-2998 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 06/2015 09/2023
Bank Of America, N. A. Pennington NJ 08/2019 09/2023
Fidelity Investments Philadelphia PA 09/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2015 → 09/2023
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Pennington, NJ
  • 08/2019 → 09/2023
    Bank Of America, N. A.
    Pennington, NJ
  • 09/2023 → Present
    Fidelity Investments
    Philadelphia, PA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-11-25
  • S66 Uniform Combined State Law Examination
    2017-11-25

View on SEC IAPD

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