Brandi Beghtel

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

• 03/2021 → Present
  Fidelity Investments
  Durham, NC
• 09/2016 → 01/2019
  Unemployed
  Cary, NC
• 02/2019 → 04/2020
  Lifetime Fitness
  Cary, NC
• 06/2019 → 04/2020
  Ymca
  Cary, NC
• 02/2021 → 03/2021
  Ymca
  Burlington, NC
• 10/2019 → 03/2021
  Doterra
  Pleasant Grove, UT
• 07/2019 → 03/2021
  Mebane Auto Group
  Mebane, NC
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-07-08 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Durham, NC
• 2012-11-28 → 2016-08-30
  Strategic Advisers Llc
  King Of Prussia, PA
  King Of Prussia, PA
  Salt Lake City, UT
  Ligonier, PA
  Chesterbrook, PA

Other Businesses

OBA-18571|OrgNmn:YMCA|Org Addr:Burlington,North Caro,US|OBA Nature:Health|Invst Rel:N|Title:Fitness Instructor|Duties:Prep and lead fitness classes|StrtDt:02-01-21|TotHrs/mon:8|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2021-07-02
• S63 Uniform Securities Agent State Law Examination
  2011-04-01

Other Names

• Brandi Parrish
• Brandi Elizabeth Parrish
• Brandi Beghtel
• Brandi Elizabeth Beghtel