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Brett W Mohler

Strategic Advisers LLC

Lewis Center, OH

Columbus, OH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-15
OH RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-10-15
  • OH RA
    APPROVED
    Since 2025-03-31

Branch Locations

Lewis Center, OH • United States

1324 Polaris Pkwy Polaris Fashion Place, Columbus, OH 43240-2038 • 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. Dublin OH 08/2014 08/2021
Charles Schwab Bank Ssb Dublin OH 04/2016 08/2021
Fidelity Investments Columbus OH 09/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2014 → 08/2021
    Charles Schwab & Co., Inc.
    Dublin, OH
  • 04/2016 → 08/2021
    Charles Schwab Bank Ssb
    Dublin, OH
  • 09/2021 → Present
    Fidelity Investments
    Columbus, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-09-28 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Columbus, OH
  • 2015-03-14 → 2021-10-05
    Charles Schwab & Co., Inc.
    Phoenix, AZ
    Columbus, OH
    Columbus, OH
    Dublin, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-03-14
S63 Uniform Securities Agent State Law Examination 2014-11-14
  • S66 Uniform Combined State Law Examination
    2015-03-14
  • S63 Uniform Securities Agent State Law Examination
    2014-11-14
Designations
Other Names
  • Brett William Mohler
  • Brett Mohler

View on SEC IAPD

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