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Brandon Douglas Staggs

Strategic Advisers LLC

Union, KY

Covington, KY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • KY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Union, KY • United States

100 Magellan Way, Covington, KY 41015-1987 • 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
Fifth Third Bank Highland Heights KY 02/2014 09/2016
Fifth Third Securities Highland Heights KY 02/2016 09/2016
Mutual Of America Life Insurance Company Florence KY 09/2016 05/2019
Mutual Of America Securities Llc Florence KY 09/2016 05/2019
Fidelity Brokerage Services Llc Covington KY 06/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2014 → 09/2016
    Fifth Third Bank
    Highland Heights, KY
  • 02/2016 → 09/2016
    Fifth Third Securities
    Highland Heights, KY
  • 09/2016 → 05/2019
    Mutual Of America Life Insurance Company
    Florence, KY
  • 09/2016 → 05/2019
    Mutual Of America Securities Llc
    Florence, KY
  • 06/2019 → Present
    Fidelity Brokerage Services Llc
    Covington, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-10-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Other Businesses

OBA-128174|OrgNmn:Hempsteade HOA Board of Directors|Org Addr:Union,Kentucky,US|OBA Nature:Board member on community HOA |Invst Rel:N|Title:Director|Duties:Oversee the HOA budget, website, vote on projects, maintain the quality and comfort of neighborhood|StrtDt:03-16-26|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-09-27
S63 Uniform Securities Agent State Law Examination 2016-04-13
  • S66 Uniform Combined State Law Examination
    2019-09-27
  • S63 Uniform Securities Agent State Law Examination
    2016-04-13
Other Names
  • Brandon Staggs

View on SEC IAPD

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