Brian G. Revis

Strategic Advisers LLC

Grand Rapids, MI

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
MI	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

MI RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Caledonia, MI • United States

3480 28Th Street Se, Grand Rapids, MI 49512-1602 • 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
Charles Schwab & Co., Inc.	South Barrington	IL	08/2019	02/2023
Jackson National Life	East Lansing	MI	05/2016	07/2019
Charles Schwab Bank, Ssb	South Barrington	IL	05/2021	02/2023
Fidelity Investments	Grand Rapids	MI	02/2023	Present
Fidelity Investments	Boston	MA	03/2025	Present

08/2019 → 02/2023

Charles Schwab & Co., Inc.

South Barrington, IL
05/2016 → 07/2019

Jackson National Life

East Lansing, MI
05/2021 → 02/2023

Charles Schwab Bank, Ssb

South Barrington, IL
02/2023 → Present

Fidelity Investments

Grand Rapids, MI
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2023-04-27 → 2025-03-31

Fidelity Personal And Workplace Advisors

Grand Rapids, MI
2020-05-22 → 2023-03-09

Charles Schwab & Co., Inc.

Fort Worth, TX

Westlake, TX

South Barrington, IL

Schaumburg, IL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-05-22

S66 Uniform Combined State Law Examination

2020-05-22

Other Names

Brian Revis
Brian Gerald Revis

View on SEC IAPD

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