Brint Vann Galey

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

• 04/2021 → 04/2022
  Charles Schwab & Co., Inc.
  Westlake, TX
• 03/2014 → 11/2017
  Copy Dr
  Friendswood, TX
• 12/2017 → 07/2018
  Jimmy Changas
  League City, TX
• 08/2018 → 12/2018
  Unemployed
  Houston, TX
• 01/2019 → 09/2020
  Jimmy Changas
  Pearland, TX
• 04/2020 → 12/2020
  Heb
  Katy, TX
• 10/2020 → 03/2021
  Gringos
  Pearland, TX
• 04/2022 → 08/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pearland, TX
• 08/2016 → 05/2018
  San Jacinto Community College
  Houston, TX
• 08/2018 → 05/2021
  University Of Houston
  Houston, TX
• 07/2022 → 08/2024
  Bank Of America, N.A.
  Pearland, TX
• 09/2024 → Present
  Fidelity Investments
  Houston, TX

Previous Registrations

• 2022-08-01 → 2024-08-20
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  St, Pearland, TX
  Pearland, TX
  Pearland, TX
  Pearland, TX

Other Businesses

OBA-113301|OrgNmn:NEMS High Hazardous Remediation Inc. |Org Addr:Webster,Texas,US|OBA Nature:My Mom's business. She is a br|Invst Rel:N|Title:Independent Contractor|Duties:I keep track of and make sure vendors are paid on time. |StrtDt:01-01-24|TotHrs/mon:8|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2022-07-29
• S63 Uniform Securities Agent State Law Examination
  2021-11-19

Other Names

• Brint Vann Galey
• Brint Galey