Lindsey Brice

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

• 10/2020 → 06/2021
  Stratos Wealth Partners, Ltd (Dba: Schramm Financial Group)
  Baton Rouge, LA
• 10/2017 → 04/2018
  Mint Home Art Shoes
  Baton Rouge, LA
• 08/2016 → 05/2020
  Louisiana State University
  Baton Rouge, LA
• 04/2019 → 06/2021
  Lpl Financial, Llc
  Baton Rouge, LA
• 12/2020 → 06/2021
  Stratos Wealth Partners, Ltd
  Baton Rouge, LA
• 10/2020 → 06/2021
  Lpl Financial Llc
  Baton Rouge, LA
• 07/2021 → Present
  Fidelity Investments
  Houston, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-10-05 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Houston, TX
• 2021-01-05 → 2021-06-22
  Stratos Wealth Partners, Ltd
  Baton Rouge, LA

Exams

• S66 Uniform Combined State Law Examination
  2020-12-21

Other Names

• Lindsey L Zehnder
• Lindsey Zehnder