Best Investors Account Sign in

Brandon C. Fleming

Strategic Advisers LLC

Thousand Oaks, CA

Woodland Hills, CA

Claim This Profile
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

111 South Westlake Blvd Suite #103, Thousand Oaks, CA 91362-3807 • United States

Woodland Hills, 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
Mycorporation Calabasas CA 09/2018 11/2021
Kash Chandani & Company Westlake Village CA 08/2018 08/2018
Equinox Gym Thousand Oaks CA 06/2018 07/2018
Central Casting Burbank CA 07/2017 08/2018
Eisenhower Medical Center Rancho Mirage CA 05/2017 07/2017
St. Luke's Regional Medical Center Boise ID 02/2016 03/2017
Fidelity Investments Thousand Oaks CA 11/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2018 → 11/2021
    Mycorporation
    Calabasas, CA
  • 08/2018 → 08/2018
    Kash Chandani & Company
    Westlake Village, CA
  • 06/2018 → 07/2018
    Equinox Gym
    Thousand Oaks, CA
  • 07/2017 → 08/2018
    Central Casting
    Burbank, CA
  • 05/2017 → 07/2017
    Eisenhower Medical Center
    Rancho Mirage, CA
  • 02/2016 → 03/2017
    St. Luke's Regional Medical Center
    Boise, ID
  • 11/2021 → Present
    Fidelity Investments
    Thousand Oaks, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-07-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Tarzana, CA
    Thousand Oaks, CA
Other Businesses

OBA-113504|OrgNmn:Brandon Fleming|Org Addr:Woodland H,California,US|OBA Nature:Acting |Invst Rel:N|Title:Actor|Duties:Acting |StrtDt:|TotHrs/mon:8|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-26
S63 Uniform Securities Agent State Law Examination 2022-12-30
  • S66 Uniform Combined State Law Examination
    2024-03-26
  • S63 Uniform Securities Agent State Law Examination
    2022-12-30
Other Names
  • Brandon C Fleming
  • Brandon Fleming

View on SEC IAPD

Other Firms

IBN ASSET MANAGEMENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STRATEGIC FINANCIAL
GOLD COAST SECURITIES, INC.
EDWARD JONES

Other Investors

ERIK NICHOLAS HAGGE
DELLON STOUT BARRY
Baker Thomas Burchfield
CINDY BALL TOSHIE
BRADLEY JAMES LUKENS
ANDREW LOUIS TOSHIE
KURT ALLEN WESTON
Todd Augustine

Other Offices

IBN ASSET MANAGEMENT, LLC · THOUSAND OAKS, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Thousand Oaks, CA
AMERIPRISE FINANCIAL SERVICES, LLC · Thousand Oaks, CA
LPL FINANCIAL LLC · THOUSAND OAKS, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · THOUSAND OAKS, CA
STRATEGIC FINANCIAL · THOUSAND OAKS, CA
GOLD COAST SECURITIES, INC. · THOUSAND OAKS, CA
GOLD COAST SECURITIES, INC. · THOUSAND OAKS, CA

More in Thousand Oaks, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor