Brandon Pham

Strategic Advisers LLC

Salt Lake City, UT

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-03-31
UT	RA	APPROVED	2025-03-31

TX RA
APPROVED

Since 2025-03-31
UT RA
APPROVED

Since 2025-03-31

Branch Locations

Salt Lake City, UT • 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

Organization	City	State	From	To
Charles Schwab & Co., Inc.	Salt Lake City	UT	08/2015	05/2022
Charles Schwab Bank	Salt Lake City	UT	08/2015	05/2022
Fidelity Investments	Bellevue	WA	06/2022	Present
Fidelity Investments	Boston	MA	03/2025	Present

08/2015 → 05/2022

Charles Schwab & Co., Inc.

Salt Lake City, UT
08/2015 → 05/2022

Charles Schwab Bank

Salt Lake City, UT
06/2022 → Present

Fidelity Investments

Bellevue, WA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2022-07-29 → 2025-03-31

Fidelity Personal And Workplace Advisors

Salt Lake City, UT
2015-09-01 → 2022-06-21

Charles Schwab & Co., Inc.

Cottonwood Heights, UT
2012-07-16 → 2015-08-21

Strategic Advisers Llc

Mukilteo, WA

Portland, OR

Mukilteo, WA
2007-10-04 → 2011-07-15

Strategic Advisers Llc

Salt Lake City, UT

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-12-22
S63	Uniform Securities Agent State Law Examination	2006-07-14

S66 Uniform Combined State Law Examination

2007-12-22
S63 Uniform Securities Agent State Law Examination

2006-07-14

Other Names

Brandon Pham
Brandon John Pham

View on SEC IAPD

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