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Carey Brennan Anderson

Strategic Advisers LLC

San Diego, CA

San Diego, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

7676 Hazard Ctr Dr Ste 820, San Diego, CA 92108-4516 • United States

San Diego, CA • 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
Fidelity Brokerage Services San Diego CA 11/2019 Present
Conam Management San Diego CA 10/2018 10/2019
Bozzuto Management Company Greenbelt MD 02/2009 09/2018
Fidelity Investments Boston MA 03/2025 Present
  • 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
CodeExamDate
S66 Uniform Combined State Law Examination 2020-05-20
  • S66 Uniform Combined State Law Examination
    2020-05-20
Other Names
  • Carey B Anderson
  • Carey Lee Brennan
  • Carey Brennan Anderson

View on SEC IAPD

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Other Offices

CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
RBC CAPITAL MARKETS, LLC · SAN DIEGO, CA
CETERA INVESTMENT MANAGEMENT LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA

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