Bradley G Ballinger

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

• 02/2017 → 08/2017
  Triple Play Aquatics
  Hayden, ID
• 08/2017 → 04/2019
  Moscow Food Co-Op
  Moscow, ID
• 07/2019 → 12/2019
  Applebees
  Moscow, ID
• 08/2016 → 02/2017
  North Idaho College
  Coeur D'ALene, ID
• 12/2019 → 09/2021
  University Of Idaho
  Moscow, ID
• 09/2021 → Present
  Fidelity Investments
  American Fork, UT
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-07-28 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Salt Lake City, UT

Exams

• S66 Uniform Combined State Law Examination
  2022-07-21
• S63 Uniform Securities Agent State Law Examination
  2022-02-07

Other Names

• Bradley Gabriel Ballinger