Brett Liberman

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

• 08/2014 → 07/2018
  National Securities Corporation
  Westbury, NY
• 08/2018 → 08/2019
  Jp Morgan Securities, Llc
  New York, NY
• 08/2018 → 08/2019
  Jp Morgan Chase Bank, N.A.
  New York, NY
• 01/2018 → 07/2018
  National Asset Management Inc
  Westbury, NY
• 08/2019 → Present
  Fidelity Brokerage Services Llc
  New York, NY
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2019-09-11 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  New York, NY
• 2018-08-20 → 2019-08-28
  J.P. Morgan Securities Llc
  New York, NY
• 2018-01-31 → 2018-08-08
  B. Riley Wealth Advisors, Inc.
  Westbury, NY

Exams

• S66 Uniform Combined State Law Examination
  2018-02-01
• S65 Uniform Investment Adviser Law Examination
  2015-09-01
• S63 Uniform Securities Agent State Law Examination
  2015-01-15

Designations

• Certified Financial Planner

Other Names

• Brett Alexander Liberman
• Brett A Liberman