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Brian Diller

Strategic Advisers LLC

Angier, NC

CRD 7389307

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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
NC RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NC RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Angier, NC • 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 Investments Durham NC 12/2021 Present
Freed-Hardeman University Henderson TN 08/2017 05/2021
Northwestern Mutual Jackson TN 06/2021 09/2021
New Hope Church Of Christ Trenton TN 10/2017 11/2021
Colorado Online Virtual Academy Pueblo CO 01/2010 05/2017
Blackjack Pizza Pueblo CO 05/2014 08/2017
Southwest Church Of Christ Pueblo CO 05/2019 08/2019
House To House Heart To Heart Henderson TN 06/2020 08/2020
Domino's Pizza Henderson TN 08/2020 05/2021
Fidelity Investments Boston MA 03/2025 Present
  • 12/2021 → Present
    Fidelity Investments
    Durham, NC
  • 08/2017 → 05/2021
    Freed-Hardeman University
    Henderson, TN
  • 06/2021 → 09/2021
    Northwestern Mutual
    Jackson, TN
  • 10/2017 → 11/2021
    New Hope Church Of Christ
    Trenton, TN
  • 01/2010 → 05/2017
    Colorado Online Virtual Academy
    Pueblo, CO
  • 05/2014 → 08/2017
    Blackjack Pizza
    Pueblo, CO
  • 05/2019 → 08/2019
    Southwest Church Of Christ
    Pueblo, CO
  • 06/2020 → 08/2020
    House To House Heart To Heart
    Henderson, TN
  • 08/2020 → 05/2021
    Domino's Pizza
    Henderson, TN
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-04-25 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-21
  • S66 Uniform Combined State Law Examination
    2022-04-21
Other Names
  • Brian Wesley Diller

View on SEC IAPD

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