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Brandon Copley

Strategic Advisers LLC

Edina, MN

Saint Paul, MN

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

7740 France Ave South, Edina, MN 55435-5847 • United States

Saint Paul, MN • 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
Ameriprise Financial Services Llc Minneapolis MN 01/2021 08/2021
B Wells Inc Frontenac MN 01/2011 12/2017
Unemployed Duluth MN 01/2018 02/2018
The Home Depot Duluth MN 02/2018 09/2019
Duluth Trading Company Duluth MN 08/2019 06/2020
Doordash Inc San Francisco CA 10/2019 07/2021
Red Wing Smoke Shop Red Wing MN 05/2017 12/2017
Fidelity Investments Edina MN 08/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2021 → 08/2021
    Ameriprise Financial Services Llc
    Minneapolis, MN
  • 01/2011 → 12/2017
    B Wells Inc
    Frontenac, MN
  • 01/2018 → 02/2018
    Unemployed
    Duluth, MN
  • 02/2018 → 09/2019
    The Home Depot
    Duluth, MN
  • 08/2019 → 06/2020
    Duluth Trading Company
    Duluth, MN
  • 10/2019 → 07/2021
    Doordash Inc
    San Francisco, CA
  • 05/2017 → 12/2017
    Red Wing Smoke Shop
    Red Wing, MN
  • 08/2021 → Present
    Fidelity Investments
    Edina, MN
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-04-05
  • S66 Uniform Combined State Law Examination
    2021-04-05
Other Names
  • Brandon Curtis Copley
  • Brandon Copley

View on SEC IAPD

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O'BRIEN-STALEY PARTNERS

Other Investors

ANDREW JAMES TUFFORD
STEPHANIE MEALMAN STUART
CHARLES ROBERT COOPER
LEO CHRISTOPHER ARMS
JOSEPH ROBERT DOLAN
AARON CHRISTOPHER BALSAM
KEVIN TERHAAR
MATTHEW SCOTT MOHNING

Other Offices

LPL FINANCIAL LLC · EDINA, MN
THOMAS LEO ADVISORY, LLC · MINNEAPOLIS, MN
STAIRWAY PARTNERS, LLC · MINNEAPOLIS, MN
MSM FINANCIAL, LLC · MINNEAPOLIS, MN
STAIRWAY PARTNERS, LLC · MINNEAPOLIS, MN
EDWARD JONES · MINNEAPOLIS, MN
U.S. BANCORP ADVISORS, LLC · Edina, MN
CETERA INVESTMENT ADVISERS LLC · MINNEAPOLIS, MN

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