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Brian Henry

Strategic Advisers LLC

West Palm Beach, FL

Palm Beach Gardens, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

West Palm Beach, 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
OrganizationCityStateFromTo
Fidelity Investments Palm Beach Gardens FL 04/2023 Present
Ameriprise Financial Boca Raton FL 08/2021 12/2022
Deerwood Country Club Jacksonville FL 06/2016 05/2018
Unemployed Delray Beach FL 12/2022 03/2023
Student Boca Raton FL 06/2018 11/2021
Fidelity Investments Boston MA 03/2025 Present
  • 04/2023 → Present
    Fidelity Investments
    Palm Beach Gardens, FL
  • 08/2021 → 12/2022
    Ameriprise Financial
    Boca Raton, FL
  • 06/2016 → 05/2018
    Deerwood Country Club
    Jacksonville, FL
  • 12/2022 → 03/2023
    Unemployed
    Delray Beach, FL
  • 06/2018 → 11/2021
    Student
    Boca Raton, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-11-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Palm Beach Gardens, FL
Other Businesses

OBA-128017|OrgNmn:The Clinton Family Fund|Org Addr:Chicago,Illinois,US|OBA Nature:A not-for-profit entity that s|Invst Rel:Y|Title:Investment Committe Member|Duties:As one of the 5 members of the investment committee, I will oversee the work of Marquette Associates, the investment manager who The Clinton F|StrtDt:03-10-26|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-20
  • S66 Uniform Combined State Law Examination
    2023-10-20
Other Names
  • Brian Henry
  • Brian Burgess Holland Henry

View on SEC IAPD

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