Brian Self

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

• 03/2014 → 03/2018
  Scottrade Investment Management
  Perrysburg, OH
• 10/2020 → 05/2021
  J.P. Morgan Bank, N.A.
  Oregon, OH
• 06/2025 → Present
  Fidelity Investments
  Columbus, OH
• 03/2014 → 03/2018
  Scottrade
  Perrysburg, OH
• 03/2018 → 10/2020
  Citizens Securities, Inc.
  Perrysburg, OH
• 12/2024 → 06/2025
  Unemployed
  Chagrin Falls, OH
• 03/2023 → 12/2024
  Lpl Financial, Llc
  Chagrin Falls, OH
• 10/2020 → 05/2021
  J.P. Morgan Securities, Llc
  Oregon, OH
• 09/2019 → 05/2020
  Bowling Green State University
  Bowling Green, OH
• 05/2021 → 03/2023
  Key Investment Services
  Brooklyn, OH

Previous Registrations

• 2023-03-15 → 2024-12-20
  Lpl Financial Llc
  Fort Mill, SC
  Chagrin Falls, OH
  Chargin Falls, OH
• 2021-06-04 → 2023-03-17
  Key Investment Services Llc
  Brooklyn, OH
  Schenectady, NY
  Schenectady, NY
  Stone Ridge, NY
  Catskill, NY
  Clifton Park, NY
  Delmar, NY
  Amsterdam, NY
  Saratoga Springs, NY
  Kerhonkson, NY
  Queensbury, NY
  Clifton Park, NY
  Cobleskill, NY
  Loudonville, NY
  Albany, NY
  Voorheesville, NY
  Albany, NY
  Malta, NY
  Albany, NY
  Schenectady, NY
  Clifton Park, NY
  Albany, NY
  Albany, NY
  Latham, NY
  Brunswick, NY
  Troy, NY
  Copake, NY
  Rensselaer, NY
  Guilderland, NY
  Glenmont, NY
  Poughkeepsie, NY
  Cohoes, NY
  Hudson, NY
  Hudson, NY
  Valatie, NY
  Amsterdam, NY
  Albany, NY
  Rotterdam, NY
  Cobleskill, NY
  Glenmont, NY
• 2020-11-06 → 2021-05-26
  J.P. Morgan Securities Llc
  Holland, OH
  Sylvania, OH
  Oregon, OH
• 2018-06-08 → 2020-10-27
  Citizens Securities, Inc.
  East Toledo, OH
  Toledo, OH
  Perrysburg, OH
  Maumee, OH
  Maumee, OH
  Toledo, OH
  Sylvania, OH
  Toledo, OH
  Fairlawn, OH
  Sylvania, OH
  Toledo, OH
• 2016-12-23 → 2018-03-09
  Scottrade Investment Management
  Saint Louis, MO
• 2011-01-05 → 2012-12-12
  Edward Jones
  Charleston, SC
  Charleston, SC
  Charleston, SC
  St Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2018-06-08

Other Names

• Brian Self
• Brian Christopher Self
• Brian C. Self