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Brittany Bache Rosenberger

Strategic Advisers LLC

Avon Lake, OH

Westlake, OH

CRD 5701884

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • OH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Avon Lake, OH • United States

1800 Crocker Road, Westlake, OH 44145-6958 • 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
Pnc Investments Cleveland OH 01/2015 10/2024
Fidelity Investments Westlake OH 10/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2015 → 10/2024
    Pnc Investments
    Cleveland, OH
  • 10/2024 → Present
    Fidelity Investments
    Westlake, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-12-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, OH
  • 2012-12-18 → 2024-11-04
    Cleveland, OH
    Detroit, MI
    Toledo, OH
    Bowling Green, OH
    Columbus, OH
    Fort Wayne, IN
    Columbus, OH
    Columbus, OH
    Detroit, MI
    Detroit, MI
    Almont, MI
    Columbus, OH
    Columbus, OH
    Detroit, MI
    Hazel Park, MI
    Oak Park, MI
    Imlay City, MI
    Dearborn, MI
    Belleville, MI
    Columbus, OH
    Fort Wayne, IN
    Toledo, OH
    Columbus, OH
    Bryan, OH
    Springfield, IL
    Detroit, MI
    Toledo, OH
    Detroit, MI
    Redford, MI
    Columbus, OH
    Avon Lake, OH
    Cleveland, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-03-14
S63 Uniform Securities Agent State Law Examination 2012-04-18
  • S66 Uniform Combined State Law Examination
    2014-03-14
  • S63 Uniform Securities Agent State Law Examination
    2012-04-18
Other Names
  • Brittany Bache
  • Brittany Cameron Bache
  • Brittany Cameron Rosenberger
  • Brittany Bache Rosenberger
  • Brittany Rosenberger

View on SEC IAPD

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