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Bradford William Richardson

Strategic Advisers LLC

Bellevue, WA

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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
WA RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31
  • WA RA
    APPROVED
    Since 2025-03-31

Branch Locations

Bellevue, WA • 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
Scottrade Bellevue WA 06/2015 03/2018
Fidelity Brokerage Services Llc Bellevue WA 10/2018 Present
Unemployed Edmonds WA 04/2018 09/2018
Fidelity Investments Boston MA 03/2025 Present
  • 06/2015 → 03/2018
    Scottrade
    Bellevue, WA
  • 10/2018 → Present
    Fidelity Brokerage Services Llc
    Bellevue, WA
  • 04/2018 → 09/2018
    Unemployed
    Edmonds, WA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-10-23 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Bellevue, WA
  • 2017-01-17 → 2018-03-09
    Scottrade Investment Management
    Saint Louis, MO
  • 2011-05-18 → 2015-05-26
    Usaa Financial Planning Services
    Tampa, FL
    Needham, MA
  • 2010-09-29 → 2011-03-28
    Chase Investment Services Corp.
    Clearwater, FL
    Tampa, FL
    Tampa, FL
    Tampa, FL
    Tampa, FL
    Tampa, FL
    Clearwater, FL
  • 2006-03-30 → 2009-07-07
    Raymond James & Associates, Inc.
    Orlando, FL
    Greenville, SC
    Greenville, SC
    Greenville, SC
    Orlando, FL
    Greenville, SC
  • 2003-02-10 → 2006-03-01
    Charles Schwab & Co., Inc.
    Orlando, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-03-10
S63 Uniform Securities Agent State Law Examination 1992-08-28
  • S66 Uniform Combined State Law Examination
    2017-03-10
  • S63 Uniform Securities Agent State Law Examination
    1992-08-28
Designations
Other Names
  • Brad Richardson
  • Bradford William Richardson
  • Bradford Richardson

View on SEC IAPD

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