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Brandon Tyler Whiteley

Strategic Advisers LLC

Phoenix, AZ

Chandler, AZ

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • AZ RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Phoenix, AZ • United States

7001 West Ray Road Chandler Pavilions, Chandler, AZ 85226-1517 • 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
Oxford Global Resources Chandler AZ 01/2020 12/2021
Teksystems Tempe AZ 01/2019 11/2020
Child Crisis Arizona Mesa AZ 08/2018 12/2018
Home Depot Chandler AZ 08/2018 01/2019
Chick-Fil-A Phoenix AZ 01/2015 08/2018
Fidelity Investments Chandler AZ 01/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2020 → 12/2021
    Oxford Global Resources
    Chandler, AZ
  • 01/2019 → 11/2020
    Teksystems
    Tempe, AZ
  • 08/2018 → 12/2018
    Child Crisis Arizona
    Mesa, AZ
  • 08/2018 → 01/2019
    Home Depot
    Chandler, AZ
  • 01/2015 → 08/2018
    Chick-Fil-A
    Phoenix, AZ
  • 01/2022 → Present
    Fidelity Investments
    Chandler, AZ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-11-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Chandler, AZ
Other Businesses

OBA-65633|OrgNmn:ABCreations20|Org Addr:Phoenix,Arizona,US|OBA Nature:Custom Vinyl |Invst Rel:N|Title:Sole Proprietor|Duties:Ironing Vinyl onto clothes|StrtDt:11-16-19|TotHrs/mon:1|TrdHrs/mon:0|OBA-123829|OrgNmn:sTEAp Co LLC|Org Addr:Phoenix,Arizona,US|OBA Nature:Iced Tea beverage company|Invst Rel:N|Title:Sole Proprietor|Duties:Attend Farmer's markets, advertise the product on social media|StrtDt:|TotHrs/mon:8|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-06-10
  • S66 Uniform Combined State Law Examination
    2022-06-10

View on SEC IAPD

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