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Bradford Elliott Wells

Strategic Advisers LLC

La Grange, KY

Covington, KY

CRD 7256213

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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:

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

La Grange, KY • United States

100 Howe Drive, Covington, KY 41015-5000 • 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
Fidelity Brokerage Services Llc Merrimack NH 05/2020 Present
Quest Events Llc Frisco TX 10/2015 01/2020
Unemployed Pelham NH 01/2020 05/2020
Fidelity Investments Boston MA 03/2025 Present
  • 05/2020 → Present
    Fidelity Brokerage Services Llc
    Merrimack, NH
  • 10/2015 → 01/2020
    Quest Events Llc
    Frisco, TX
  • 01/2020 → 05/2020
    Unemployed
    Pelham, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-03-01 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Other Businesses

OBA-123520|OrgNmn:Bundy Vault at the Shoe Store|Org Addr:La Grange,Kentucky,US|OBA Nature:Trading Card Game Collectibles|Invst Rel:N|Title:Sole Proprietor|Duties:selling personal trading cards via auction stream|StrtDt:10-25-25|TotHrs/mon:12|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-02-19
S63 Uniform Securities Agent State Law Examination 2020-09-10
  • S66 Uniform Combined State Law Examination
    2021-02-19
  • S63 Uniform Securities Agent State Law Examination
    2020-09-10
Other Names
  • Bradford Elliott Wells
  • Bradford E Wells
  • Bradford Eliott Wells

View on SEC IAPD

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