Brooks Davis Russo

Strategic Advisers LLC

Palm Beach Gardens, FL

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-09-18
FL	RA	APPROVED	2025-03-31

TX RA
APPROVED

Since 2025-09-18
FL RA
APPROVED

Since 2025-03-31

Branch Locations

Jupiter, FL • United States

3501 Pga Boulevard Grand Bank Center Suite 100, Palm Beach Gardens, FL 33410-2709 • 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

Organization	City	State	From	To
Allworth Financial	Folsom	CA	04/2023	07/2024
Student	Folsom	CA	08/2013	01/2022
Spinal Health Institute	Folsom	CA	08/2016	05/2023
Fidelity Investments	Clearwater	FL	08/2024	Present
Fidelity Investments	Boston	MA	03/2025	Present

04/2023 → 07/2024

Allworth Financial

Folsom, CA
08/2013 → 01/2022

Student

Folsom, CA
08/2016 → 05/2023

Spinal Health Institute

Folsom, CA
08/2024 → Present

Fidelity Investments

Clearwater, FL
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2024-12-10 → 2025-03-31

Fidelity Personal And Workplace Advisors

Clearwater, FL

Palm Harbor, FL
2023-12-04 → 2024-07-18

Allworth Financial, L.P.

Folsom, CA

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2024-11-20
S65	Uniform Investment Adviser Law Examination	2023-12-03

S63 Uniform Securities Agent State Law Examination

2024-11-20
S65 Uniform Investment Adviser Law Examination

2023-12-03

Other Names

Brooks Russo

View on SEC IAPD

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