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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CO RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

8085 S Chester Street Suite 250, Centennial, CO 80112-3543 • United States

9185 East Westview Road, Lone Tree, CO 80124-5134 • United States

Littleton, CO • 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
Charles Schwab & Co., Inc. Lone Tree CO 11/2013 01/2022
Charles Schwab Bank Lone Tree CO 08/2015 01/2022
Fidelity Investments Lone Tree CO 01/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2013 → 01/2022
    Lone Tree, CO
  • 08/2015 → 01/2022
    Charles Schwab Bank
    Lone Tree, CO
  • 01/2022 → Present
    Fidelity Investments
    Lone Tree, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-02-22 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Lone Tree, CO
  • 2016-05-31 → 2022-02-21
    Englewood, CO
    Lone Tree, CO
    Lone Tree, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-05-31
S63 Uniform Securities Agent State Law Examination 2014-03-21
  • S66 Uniform Combined State Law Examination
    2016-05-31
  • S63 Uniform Securities Agent State Law Examination
    2014-03-21
Designations
Other Names
  • Bianca Lynn Brennan
  • Bianca Lynn Bickley

View on SEC IAPD

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