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Brandon James Ecklund

Strategic Advisers LLC

Charlestown, MA

Danvers, MA

Merrimack, NH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Charlestown, MA • United States

152 Endicott Street, Danvers, MA 01923-3619 • United States

One Spartan Way, Merrimack, NH 03054-4300 • 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
Edward Jones St Louis MO 10/2019 05/2020
Fitchburg State University Fitchburg MA 09/2015 05/2019
The International Golf Club Bolton MA 04/2016 04/2018
Rollstone Bank & Trust Fitchburg MA 05/2018 08/2018
Robert Alario Cpa, Pc Leominster MA 09/2018 04/2019
Nashawtuc Golf Club Concord MA 05/2019 09/2019
Fidelity Brokerage Services Llc Merrimack NH 06/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2019 → 05/2020
    Edward Jones
    St Louis, MO
  • 09/2015 → 05/2019
    Fitchburg State University
    Fitchburg, MA
  • 04/2016 → 04/2018
    The International Golf Club
    Bolton, MA
  • 05/2018 → 08/2018
    Rollstone Bank & Trust
    Fitchburg, MA
  • 09/2018 → 04/2019
    Robert Alario Cpa, Pc
    Leominster, MA
  • 05/2019 → 09/2019
    Nashawtuc Golf Club
    Concord, MA
  • 06/2020 → Present
    Fidelity Brokerage Services Llc
    Merrimack, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-10-16 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
  • 2019-12-16 → 2020-05-06
    Edward Jones
    Fitchburg, MA
    St Louis, MO
    Tempe, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-12-14
  • S66 Uniform Combined State Law Examination
    2019-12-14
Other Names
  • Brandon James Ecklund
  • Brandon Ecklund

View on SEC IAPD

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