Brett M Bennett

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

• 07/2021 → 09/2024
  Fidelity Investments
  Clearwater, FL
• 08/2014 → 11/2025
  Blue Alpha Llc
  Tampa, FL
• 12/2020 → 07/2021
  Charles Schwab Bank, Ssb
  Clearwater, FL
• 09/2016 → 12/2020
  E*Trade Capital Management Llc
  Tampa, FL
• 09/2016 → 11/2020
  E*Trade Securities Llc
  Tampa, FL
• 11/2025 → Present
  Fidelity Investments
  Tampa, FL
• 12/2020 → 07/2021
  Charles Schwab & Co., Inc.
  Clearwater, FL
• 09/2024 → 11/2025
  Homemaker
  Odessa, FL

Previous Registrations

• 2021-10-21 → 2024-08-12
  Fidelity Personal And Workplace Advisors
  Clearwater, FL
• 2021-01-08 → 2021-08-06
  Charles Schwab & Co., Inc.
  Tampa, FL
  Clearwater, FL
• 2016-10-24 → 2020-12-04
  Harrisdirect Llc
  Tampa, FL
  Arlington, VA
  Tampa, FL
• 2007-06-18 → 2014-09-04
  Strategic Advisers Llc
  Naples, FL
  Tampa, FL
  Clearwater, FL
  Tampa, FL

Other Businesses

OBA-61961|OrgNmn:Blue Grace Logistics|Org Addr:Odessa,Florida,US|OBA Nature:Freight Logistics Franchise Ow|Invst Rel:N|Title:Co Owner|Duties:None. Passive Owner|StrtDt:08-09-21|TotHrs/mon:0.1|TrdHrs/mon:0.1|OBA-61962|OrgNmn:B and D Properties |Org Addr:Odessa,Florida,US|OBA Nature:Rental Property|Invst Rel:Y|Title:Co Owner|Duties:none|StrtDt:08-09-21|TotHrs/mon:1|TrdHrs/mon:1|

Exams

• S66 Uniform Combined State Law Examination
  2016-10-23
• S63 Uniform Securities Agent State Law Examination
  2005-12-10

Other Names

• Brett Bennett
• Brett M Bennett