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Brandon Brooks

Strategic Advisers LLC

Fairfield, CT

Wilton, 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
TX RA APPROVED 2025-03-31
  • CT RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

1261 Post Road, Fairfield, CT 06824-6072 • United States

Wilton, CT • 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
Unemployed St-Sulpice 06/2016 10/2024
Fidelity Investments Fairfield CT 10/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2016 → 10/2024
    Unemployed
    St-Sulpice
  • 10/2024 → Present
    Fidelity Investments
    Fairfield, CT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-02-21 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Wilton, CT
    Fairfield, CT
  • 2012-05-30 → 2016-06-06
    Strategic Advisers Llc
    Westlake, TX
    Southlake, TX
  • 2010-01-15 → 2012-03-23
    Next Financial Group, Inc.
    Henderson, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-28
  • S66 Uniform Combined State Law Examination
    2025-01-28
Designations
Other Names
  • Brandon Justice Brooks

View on SEC IAPD

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ALEJANDRO MICHAEL VITERI
Steven Mark Guillotel
PAUL JOHN DEARCE
MICHAEL BRADEN GOLEMBIESKY
David Kenneth Galuskin

Other Offices

HERBERT J. SIMS CAPITAL MANAGEMENT, INC. · FAIRFIELD, CT
MONECO ADVISORS · FAIRFIELD, CT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Fairfield, CT
MONECO ADVISORS · FAIRFIELD, CT
JANNEY MONTGOMERY SCOTT LLC · Fairfield, CT
EDGEWOOD CAPITAL ADVISORS, LLC · SOUTHPORT, CT
AMERIPRISE FINANCIAL SERVICES, LLC · Southport, CT
DAYMARK WEALTH PARTNERS, LLC · Southport, CT

More in Fairfield, CT

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