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Brandis Barnes

Strategic Advisers LLC

Sandy Springs, GA

CRD 5800177

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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
GA RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • GA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Sandy Springs, GA • 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
Edward Jones/Professional Employment Group Saint Louis MO 02/2019 07/2019
H&R Block Saint Louis MO 11/2018 04/2019
Pvh Corp Saint Louis MO 12/2018 05/2019
Unemployed Saint Louis MO 03/2018 10/2018
Jpmorgan Chase Bank, N.A. Atlanta GA 09/2019 02/2021
J.P. Morgan Securities Llc. Atlanta GA 09/2019 02/2021
Gold Racks Boutique Saint Louis MO 05/2018 05/2019
Scottrade Saint Louis MO 06/2010 12/2017
Scottrade Inc Saint Louis MO 06/2010 03/2018
Gold Racks Boutique Atlanta GA 05/2019 03/2021
Living N Luxury, Llc. Atlanta GA 04/2020 03/2021
Fidelity Investments Jacksonville FL 03/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2019 → 07/2019
    Edward Jones/Professional Employment Group
    Saint Louis, MO
  • 11/2018 → 04/2019
    H&R Block
    Saint Louis, MO
  • 12/2018 → 05/2019
    Pvh Corp
    Saint Louis, MO
  • 03/2018 → 10/2018
    Unemployed
    Saint Louis, MO
  • 09/2019 → 02/2021
    Jpmorgan Chase Bank, N.A.
    Atlanta, GA
  • 09/2019 → 02/2021
    J.P. Morgan Securities Llc.
    Atlanta, GA
  • 05/2018 → 05/2019
    Gold Racks Boutique
    Saint Louis, MO
  • 06/2010 → 12/2017
    Scottrade
    Saint Louis, MO
  • 06/2010 → 03/2018
    Scottrade Inc
    Saint Louis, MO
  • 05/2019 → 03/2021
    Gold Racks Boutique
    Atlanta, GA
  • 04/2020 → 03/2021
    Living N Luxury, Llc.
    Atlanta, GA
  • 03/2021 → Present
    Fidelity Investments
    Jacksonville, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-09-21 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Atlanta, GA
Other Businesses

OBA-18626|OrgNmn:Living N Luxury LLC|Org Addr:Atlanta,Georgia,US|OBA Nature:Provide rental housing to indi|Invst Rel:Y|Title:Owner|Duties:Manage guest bookings, restocking of inventory, cleaning of property|StrtDt:03-01-20|TotHrs/mon:25|TrdHrs/mon:0|OBA-18624|OrgNmn:Brandis Nicole LLC|Org Addr:Atlanta,Georgia,US|OBA Nature:Online retail store that sells|Invst Rel:N|Title:Owner|Duties:My duties as the business owner is to maintain inventory, manage and monitor the website and media.|StrtDt:03-01-18|TotHrs/mon:40|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-09-14
S63 Uniform Securities Agent State Law Examination 2014-03-10
  • S66 Uniform Combined State Law Examination
    2021-09-14
  • S63 Uniform Securities Agent State Law Examination
    2014-03-10
Other Names
  • Brandis Nicole Barnes
  • Brandis Barnes
  • Brandis N Barnes

View on SEC IAPD

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