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Brandon Fahl

Strategic Advisers LLC

Biggs, CA

Roseville, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
UT RA APPROVED 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31
  • UT RA
    APPROVED
    Since 2025-03-31

Branch Locations

Biggs, CA • United States

1261 Roseville Parkway, Roseville, CA 95678-9998 • 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
Morgan Stanley Lutherville MD 07/2016 04/2019
Morgan Stanley Private Bank , N.A. New York NY 11/2016 04/2019
Td Ameritrade Roseville CA 05/2019 04/2020
Fidelity Brokerage Services Roseville CA 04/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2016 → 04/2019
    Morgan Stanley
    Lutherville, MD
  • 11/2016 → 04/2019
    Morgan Stanley Private Bank , N.A.
    New York, NY
  • 05/2019 → 04/2020
    Td Ameritrade
    Roseville, CA
  • 04/2020 → Present
    Fidelity Brokerage Services
    Roseville, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-05-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Roseville, CA
  • 2019-05-30 → 2020-04-28
    Td Ameritrade, Inc.
    Roseville, CA
  • 2019-05-30 → 2020-04-28
    Td Ameritrade Investment Management, Llc
    Roseville, CA
  • 2016-10-06 → 2019-04-10
    Morgan Stanley
    Lutherville, MD
Other Businesses

OBA-89802|OrgNmn:MBF Fitness LLC|Org Addr:Biggs,California,US|OBA Nature:Fitness Studio|Invst Rel:N|Title:Partner|Duties:I am a passive partner |StrtDt:|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-08-18
  • S66 Uniform Combined State Law Examination
    2016-08-18
Other Names
  • Brandon Fahl
  • Brandon J Fahl

View on SEC IAPD

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