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Brannon Charles Ozark

Strategic Advisers LLC

Longmeadow, MA

West Hartford, CT

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-03-31
MA RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • CT RA
    APPROVED
    Since 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Longmeadow, MA • 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
OrganizationCityStateFromTo
Bank Of America Wethersfield CT 09/2013 10/2016
Infinex Investments, Inc. Meriden CT 10/2016 07/2017
United Bank Glastonbury CT 10/2016 07/2017
Key Investment Services Llc Manchester CT 07/2017 08/2017
Key Investment Services Llc Manchester CT 08/2017 09/2018
Symmetry Partners, Llc Glastonbury CT 09/2018 06/2019
Apella Capital, Llc Glastonbury CT 09/2018 07/2019
Fidelity Brokerage Services Llc West Hartford CT 07/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2013 → 10/2016
    Bank Of America
    Wethersfield, CT
  • 10/2016 → 07/2017
    Infinex Investments, Inc.
    Meriden, CT
  • 10/2016 → 07/2017
    United Bank
    Glastonbury, CT
  • 07/2017 → 08/2017
    Key Investment Services Llc
    Manchester, CT
  • 08/2017 → 09/2018
    Key Investment Services Llc
    Manchester, CT
  • 09/2018 → 06/2019
    Symmetry Partners, Llc
    Glastonbury, CT
  • 09/2018 → 07/2019
    Apella Capital, Llc
    Glastonbury, CT
  • 07/2019 → Present
    Fidelity Brokerage Services Llc
    West Hartford, CT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-07-23 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    West Hartford, CT
  • 2018-09-06 → 2019-07-01
    Symmetry Partners
    Glastonbury, CT
  • 2018-09-06 → 2019-07-01
    Apella Wealth
    West Hartford, CT
  • 2017-08-10 → 2018-09-05
    Key Investment Services Llc
    Manchester, CT
    Vernon, CT
    S Windsor, CT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-08-10
S63 Uniform Securities Agent State Law Examination 2016-12-09
  • S66 Uniform Combined State Law Examination
    2017-08-10
  • S63 Uniform Securities Agent State Law Examination
    2016-12-09
Designations

View on SEC IAPD

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