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Brittany Lauren Floyd

Strategic Advisers LLC

Gainesville, GA

CRD 6231483

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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
  • GA RA
    APPROVED
    Since 2025-03-31

Branch Locations

Gainesville, 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
Bb&T Investment Services, Inc. Gainesville GA 08/2013 12/2017
Bb&T Securities, Llc Gainesville GA 01/2018 07/2018
Wells Fargo Bank Na Gainesville GA 08/2018 12/2020
Wells Fargo Clearing Services Llc Gainesville GA 08/2018 12/2020
Fidelity Investments Gainesville GA 09/2021 Present
Wells Fargo Bank Na Dahlonega GA 01/2021 08/2021
Wells Fargo Clearing Services Llc Dahlonega GA 01/2021 08/2021
Fidelity Investments Boston MA 03/2025 Present
  • 08/2013 → 12/2017
    Bb&T Investment Services, Inc.
    Gainesville, GA
  • 01/2018 → 07/2018
    Bb&T Securities, Llc
    Gainesville, GA
  • 08/2018 → 12/2020
    Wells Fargo Bank Na
    Gainesville, GA
  • 08/2018 → 12/2020
    Gainesville, GA
  • 09/2021 → Present
    Fidelity Investments
    Gainesville, GA
  • 01/2021 → 08/2021
    Wells Fargo Bank Na
    Dahlonega, GA
  • 01/2021 → 08/2021
    Dahlonega, GA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-10-22 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
  • 2018-08-23 → 2021-08-26
    Gainesville, GA
    Atlanta, GA
    Dahlonega, GA
  • 2018-01-02 → 2018-08-03
    Bb&T Securities, Llc
    Duluth, GA
    Charlotte, NC
    Gainesville, GA
  • 2014-06-20 → 2018-01-02
    Bb&T Investment Services, Inc.
    Charlotte, NC
    Gainesville, GA
    Duluth, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-11-01
  • S66 Uniform Combined State Law Examination
    2013-11-01
Other Names
  • Brittany Lauren Hill
  • Brittany Hill
  • Brittany Floyd

View on SEC IAPD

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