Brooks Dawson Groom

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

• 01/2023 → 03/2024
  Charles Schwab & Co., Inc.
  Indianapolis, IN
• 02/2022 → 12/2022
  Morgan Stanley
  New York, NY
• 01/2021 → 01/2022
  Idaho Department Of Parks And
  Boise, ID
• 12/2019 → 01/2021
  Full-Time Education
  Hayden, ID
• 02/2019 → 12/2019
  Veteran Services Office
  Lakewood, WA
• 06/2017 → 02/2019
  Full-Time Education
  Steilacoom, WA
• 03/2017 → 06/2017
  Gilliam Construction
  Gig Harbor, WA
• 03/2017 → 03/2017
  Sound Detail And Interiors
  Auburn, WA
• 06/2012 → 03/2017
  Us Army
  Ft. Bliss, TX
• 03/2024 → Present
  Fidelity Investments
  Phoenix, AZ
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-08-07 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Gold Canyon, AZ

Exams

• S66 Uniform Combined State Law Examination
  2024-07-31
• S63 Uniform Securities Agent State Law Examination
  2023-05-22

Other Names

• Brooks D Groom
• Brooks Groom