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Todd C Brewer

Strategic Advisers LLC

Middleton, WI

New Glarus, WI

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

8235 Greenway Blvd, Middleton, WI 53562-3581 • United States

New Glarus, WI • 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 Broker Services, Llc Ladue MO 11/1999 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/1999 → Present
    Fidelity Broker Services, Llc
    Ladue, MO
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Middleton, WI
    New Glarus, WI
  • 2000-10-06 → 2018-07-13
    Strategic Advisers Llc
    St. Louis, MO
    Ladue, MO
    Middleton, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-09-15
S63 Uniform Securities Agent State Law Examination 1998-11-06
  • S66 Uniform Combined State Law Examination
    2000-09-15
  • S63 Uniform Securities Agent State Law Examination
    1998-11-06
Other Names
  • Todd Christopher Brewer

View on SEC IAPD

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Other Offices

CANOPY WEALTH MANAGEMENT · MIDDLETON, WI
MORGAN STANLEY · Middleton, WI
AMERIPRISE FINANCIAL SERVICES, LLC · Middleton, WI
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC · MIDDLETON, WI
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · MIDDLETON, WI
JACOBSON & SCHMITT ADVISORS, LLC · MIDDLETON, WI
CHARLES SCHWAB & CO., INC. · Middleton, WI
EDWARD JONES · MIDDLETON, WI

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