Brendan Charles Marshall

Strategic Advisers LLC

West Hartford, CT

West Hartford, CT

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-04-14
CT	RA	APPROVED	2025-10-14

TX RA
APPROVED

Since 2026-04-14
CT RA
APPROVED

Since 2025-10-14

Branch Locations

West Hartford, CT • United States

29 S Main Street Ste A02 Town Center, West Hartford, CT 06107-4211 • 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

Organization	City	State	From	To
Unemployed	West Hartford	CT	04/2015	05/2019
Lake Compounce Amusement Park	Bristol	CT	05/2019	08/2019
Manhattan College Events Services	Bronx	NY	08/2021	08/2024
Fidelity Investments	West Hartford	CT	05/2025	Present
The Saint Andrew'S Golf Club	Hastings-On-Hudson	NY	06/2024	04/2025
The Office Of The Former President	Crystal City	VA	04/2021	08/2021
Unemployed	West Hartford	CT	09/2019	04/2021

04/2015 → 05/2019

Unemployed

West Hartford, CT
05/2019 → 08/2019

Lake Compounce Amusement Park

Bristol, CT
08/2021 → 08/2024

Manhattan College Events Services

Bronx, NY
05/2025 → Present

Fidelity Investments

West Hartford, CT
06/2024 → 04/2025

The Saint Andrew'S Golf Club

Hastings-On-Hudson, NY
04/2021 → 08/2021

The Office Of The Former President

Crystal City, VA
09/2019 → 04/2021

Unemployed

West Hartford, CT

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-10-08

S66 Uniform Combined State Law Examination

2025-10-08

Other Names

Brendan Marshall

View on SEC IAPD

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