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Brian Large

Strategic Advisers LLC

Akron, OH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • OH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Akron, OH • 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
Charles Schwab & Co., Inc. Richfield OH 03/2006 09/2021
Charles Schwab Bank Richfield OH 08/2012 09/2021
Fidelity Investments Akron OH 10/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2006 → 09/2021
    Charles Schwab & Co., Inc.
    Richfield, OH
  • 08/2012 → 09/2021
    Charles Schwab Bank
    Richfield, OH
  • 10/2021 → Present
    Fidelity Investments
    Akron, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-11-30 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
  • 2006-04-12 → 2021-09-30
    Charles Schwab & Co., Inc.
    Richfield, OH
    Richfield, OH
  • 2005-08-08 → 2006-01-09
    Morgan Stanley Dw Inc.
    Canton, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-08-05
  • S66 Uniform Combined State Law Examination
    2005-08-05
Other Names
  • Brian Christopher Large
  • Brian Large

View on SEC IAPD

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