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Brian Michael Ko

Strategic Advisers LLC

Chandler, AZ

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Chandler, AZ • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 12/2018 01/2021
Unemployed Chandler AZ 06/2015 05/2018
Allstate Chandler AZ 05/2018 12/2018
Bank Of America N.A. Chandler AZ 12/2018 01/2021
Fidelity Investments Salt Lake City SD 01/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/2018 → 01/2021
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Chandler, AZ
  • 06/2015 → 05/2018
    Unemployed
    Chandler, AZ
  • 05/2018 → 12/2018
    Allstate
    Chandler, AZ
  • 12/2018 → 01/2021
    Bank Of America N.A.
    Chandler, AZ
  • 01/2021 → Present
    Fidelity Investments
    Salt Lake City, SD
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-09-03
  • S66 Uniform Combined State Law Examination
    2019-09-03
Other Names
  • Byung Ho Ko
  • Brian Ko
  • Brian Michael Ko

View on SEC IAPD

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