Bradley E. Mcintyre

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2013 → 02/2021
  Tiaa
  Roseland, NJ
• 09/2013 → 02/2021
  Tiaa-Cref Individual & Institutional Services, Llc
  Roseland, NJ
• 02/2021 → Present
  Fidelity Investments
  Paramus, NJ
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-03-18 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Paramus, NJ
• 2013-10-01 → 2020-11-13
  Tiaa-Cref Individual & Institutional Services, Llc
  San Francisco, CA
  Roseland, NJ
• 2010-12-21 → 2013-09-16
  Morgan Stanley
  Oakland, CA
  Walnut Creek, CA
• 2007-06-13 → 2010-10-13
  Citigroup Global Markets Inc.
  Alameda, CA
  San Francisco, CA
  Glen Burnie, MD
  San Jose, CA
  San Francisco, CA
  Alameda, CA
  Mill Valley, CA
  San Francisco, CA
  Alameda, CA
  Greenbrae, CA
  Mill Valley, CA
  Mill Valley, CA

Exams

• S66 Uniform Combined State Law Examination
  2005-09-07

Other Names

• Bradley Earl Mcintyre
• Bradley Mcintyre
• Bradley E Mcintyre