Brendan G. Rorke

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

• 04/2018 → 02/2020
  Bank Of America, N.A.
  New York, NY
• 06/2016 → 03/2018
  Geico
  Woodbury, NY
• 02/2020 → 01/2023
  Merrill Lynch
  New York, NY
• 02/2023 → Present
  Fidelity Investments
  Plainview, NY
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-03-07 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Plainview, NY
• 2020-07-10 → 2023-01-25
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY

Other Businesses

OBA-120738|OrgNmn:BrooklynOne|Org Addr:Brooklyn ,New York,US|OBA Nature:BrooklynOne is a media and pro|Invst Rel:N|Title:Board Member |Duties:Serving as a board member, attending monthly meetings helping plan out shows and performance schedules |StrtDt:07-14-25|TotHrs/mon:1|TrdHrs/mon:0|OBA-96307|OrgNmn:Musician|Org Addr:Huntington,New York,US|OBA Nature:I perform as a musician with d|Invst Rel:N|Title:Musician |Duties:playing music at different venues, including bars and restuarants, normally on the weekends outside of normal business hours away from my job.|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2020-07-09

Other Names

• Brendan Rorke
• Brendan Gerard Rorke