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David Brown

Strategic Advisers LLC

Woodland Hills, CA

Manhattan Beach, CA

CRD 6311950

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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
CA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

6363 Topanga Canyon Blvd, Woodland Hills, CA 91367-2215 • United States

Manhattan Beach, CA • 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
Fidelity Brokerage Services Llc New York NY 10/2014 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2014 → Present
    Fidelity Brokerage Services Llc
    New York, NY
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Woodland Hills, CA
    Santa Monica, CA
  • 2017-02-15 → 2018-07-13
    Strategic Advisers Llc
    Woodland Hills, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-02-03
S63 Uniform Securities Agent State Law Examination 2015-03-09
  • S66 Uniform Combined State Law Examination
    2017-02-03
  • S63 Uniform Securities Agent State Law Examination
    2015-03-09
Other Names
  • David Brannigan Brown

View on SEC IAPD

Nearby Firms

MERCER GLOBAL ADVISORS INC.
INDEPENDENT FINANCIAL GROUP, LLC
VENTURA ADVISORS

Nearby Investors

MICHAEL WILLIAM JOHNS
STEWART E SCHRADER
Daniel Polyakov

Nearby Offices

MERCER GLOBAL ADVISORS INC. · Woodland Hills, CA
INDEPENDENT FINANCIAL GROUP, LLC · Woodland Hills, CA
VENTURA ADVISORS · WOODLAND HILLS, CA

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