Bradford Stassel

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

• 06/2018 → 02/2023
  The Retirement Group Llc
  San Diego, CA
• 10/2015 → 07/2016
  Vtg Resource Corporation
  Vista, CA
• 08/2016 → 10/2017
  Link Staffing / Mitchell 1
  Poway, CA
• 10/2018 → 02/2023
  Fsc Securities
  San Diego, CA
• 11/2017 → 05/2018
  International Services Inc
  Arlington Heights, IL
• 03/2023 → Present
  Fidelity Investments
  Escondido, CA
• 09/2016 → 11/2017
  Transamerica Financial Advisors Inc
  San Diego, CA
• 05/2018 → 05/2018
  Uber
  Escondido, CA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-04-07 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Escondido, CA
• 2018-10-30 → 2023-02-13
  Fsc Securities Corporation
  San Diego, CA
• 2016-09-13 → 2017-11-03
  Transamerica Financial Advisors, Llc
  San Diego, CA
• 2015-03-13 → 2015-04-23
  Equity Services, Inc.
  San Diego, CA
• 2014-05-12 → 2014-09-17
  Edward Jones
  St Louis, MO
  Escondido, CA
  Escondido, CA

Exams

• S66 Uniform Combined State Law Examination
  2014-03-14

Other Names

• Bradford John Stassel