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Brandon Jon Wheeler

Strategic Advisers LLC

Cincinnati, OH

Covington, KY

CRD 7329891

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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
OH RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • KY RA
    APPROVED
    Since 2025-03-31
  • OH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Cincinnati, OH • 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
Pruco Securities, Llc. Columbus OH 07/2021 02/2023
Telecommunications Board Of Northern Kentucky Covington KY 04/2004 02/2023
Luxury Motor Car Company Cincinnati OH 09/2019 09/2020
Northern Kentucky University Highland Heights KY 08/2019 02/2020
Prudential Insurance Company Of America Columbus OH 11/2021 02/2023
Fidelity Investments Covington KY 02/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2021 → 02/2023
    Pruco Securities, Llc.
    Columbus, OH
  • 04/2004 → 02/2023
    Telecommunications Board Of Northern Kentucky
    Covington, KY
  • 09/2019 → 09/2020
    Luxury Motor Car Company
    Cincinnati, OH
  • 08/2019 → 02/2020
    Northern Kentucky University
    Highland Heights, KY
  • 11/2021 → 02/2023
    Prudential Insurance Company Of America
    Columbus, OH
  • 02/2023 → Present
    Fidelity Investments
    Covington, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-02-29 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
  • 2021-11-29 → 2023-02-24
    Pruco Securities, Llc.
    Columbus, OH
Other Businesses

OBA-96837|OrgNmn:Undark Photography|Org Addr:Cincinnati,Ohio,US|OBA Nature:Concert and event photography|Invst Rel:N|Title:Sole Proprietor|Duties:Photographing concerts and other events, mostly as a hobby|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-20
  • S66 Uniform Combined State Law Examination
    2021-10-20

View on SEC IAPD

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