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Brandon Schmidt

Strategic Advisers LLC

Kuna, ID

Eagle, ID

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-08-18
ID RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-08-18
  • ID RA
    APPROVED
    Since 2025-03-31

Branch Locations

Kuna, ID • United States

79 E Eagles Gate Drive Suite 100, Eagle, ID 83616 • 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
Corebridge Financial (Formerly Valic) Chico CA 07/2019 04/2022
Lost Dutchman Taproom Chico CA 05/2017 05/2021
Inn At 500 Capitol Boise ID 04/2022 07/2024
Fidelity Investments Boise ID 07/2024 Present
Mike Knight Customs Chico CA 06/2018 07/2019
College Chico CA 08/2014 05/2018
Fidelity Investments Boston MA 03/2025 Present
  • 07/2019 → 04/2022
    Corebridge Financial (Formerly Valic)
    Chico, CA
  • 05/2017 → 05/2021
    Lost Dutchman Taproom
    Chico, CA
  • 04/2022 → 07/2024
    Inn At 500 Capitol
    Boise, ID
  • 07/2024 → Present
    Fidelity Investments
    Boise, ID
  • 06/2018 → 07/2019
    Mike Knight Customs
    Chico, CA
  • 08/2014 → 05/2018
    College
    Chico, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-01-06 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Kuna, ID
    Boise, ID
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-05
  • S66 Uniform Combined State Law Examination
    2024-11-05
Other Names
  • Brandon Schmidt
  • Brandon Anthony Schmidt

View on SEC IAPD

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