Carey Brennan Anderson

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

• 11/2019 → Present
  Fidelity Brokerage Services
  San Diego, CA
• 10/2018 → 10/2019
  Conam Management
  San Diego, CA
• 02/2009 → 09/2018
  Bozzuto Management Company
  Greenbelt, MD
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2020-06-24 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  San Diego, CA

Exams

• S66 Uniform Combined State Law Examination
  2020-05-20

Other Names

• Carey B Anderson
• Carey Lee Brennan
• Carey Brennan Anderson