Brandon E. Weatherford

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

• 12/2014 → 03/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chesterfield, MI
• 12/2014 → 03/2017
  Bank Of America, N.A.
  Chesterfield, MI
• 04/2017 → 03/2021
  Infinex Investments, Inc.
  Meriden, CT
• 04/2017 → 03/2021
  Flagstar
  Novi, MI
• 03/2021 → Present
  Fidelity Investments
  Covington, KY
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-05-21 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Covington, KY
• 2017-04-19 → 2021-03-12
  Osaic Institutions, Inc.
  Novi, MI
  W. Bloomfield, MI
  Novi, MI
  Howell, MI
  Detroit, MI
  Detroit, MI
  Detroit, MI
  Dearborn Heights, MI
  Allen Park, MI
  Dearborn, MI
  Southgate, MI
  La Porte, IN
  Troy, MI
  Rushville, IN
  Detroit, MI
  Grosse Pointe, MI
  Bloomfield Hills, MI
  St. Clair Shores, MI
  Eastpointe, MI
  Grosse Pointe Woods, MI
• 2015-01-07 → 2017-04-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chesterfield, MI
  Chicago, IL
  Chesterfield Township, MI
  Chesterfield Township, MI
  Chesterfield, MI
  Farmington Hills, MI
• 2013-04-03 → 2013-11-08
  The Huntington Investment Company
  Warren, MI
  Warren, MI
• 2010-05-25 → 2013-03-14
  Harrisdirect Llc
  Arlington, VA

Exams

• S66 Uniform Combined State Law Examination
  2010-03-31
• S63 Uniform Securities Agent State Law Examination
  1994-03-17

Other Names

• Brandon E Weatherford
• Brandon Weatherford