Best Investors Account Sign in

Brandon T Collins

Strategic Advisers LLC

Sacramento, CA

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-01-13
CA RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2026-01-13
  • CA RA
    APPROVED
    Since 2025-03-31

Branch Locations

Sacramento, CA • 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
Cuna Brokerage Services Inc. Waverly IA 02/2021 03/2022
Schools First Federal Credit Union Sacramento CA 02/2019 02/2022
Schools Financial Credit Union Sacramento CA 10/2014 11/2020
Sacramento State University Sacramento CA 08/2016 12/2019
The Park Ultra Lounge Sacramento CA 09/2019 04/2022
The Mix Lounge Sacramento CA 09/2019 01/2022
Fidelity Investments Sacramento CA 04/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2021 → 03/2022
    Cuna Brokerage Services Inc.
    Waverly, IA
  • 02/2019 → 02/2022
    Schools First Federal Credit Union
    Sacramento, CA
  • 10/2014 → 11/2020
    Schools Financial Credit Union
    Sacramento, CA
  • 08/2016 → 12/2019
    Sacramento State University
    Sacramento, CA
  • 09/2019 → 04/2022
    The Park Ultra Lounge
    Sacramento, CA
  • 09/2019 → 01/2022
    The Mix Lounge
    Sacramento, CA
  • 04/2022 → Present
    Fidelity Investments
    Sacramento, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-06-21 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Sacramento, CA
  • 2022-01-01 → 2022-04-05
    Cuna Brokerage Services, Inc.
    Sacramento, CA
Other Businesses

OBA-120184|OrgNmn:Ujamaa Endeavors|Org Addr:Lewisevill,Arkansas,US|OBA Nature:Commercial Leasing |Invst Rel:Y|Title:Partner|Duties:Maintain financal health of LLC/ Treasurer |StrtDt:02-03-25|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-28
S63 Uniform Securities Agent State Law Examination 2020-09-25
  • S66 Uniform Combined State Law Examination
    2021-12-28
  • S63 Uniform Securities Agent State Law Examination
    2020-09-25
Other Names
  • Brandon Tyler Collins

View on SEC IAPD

More in Sacramento, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor