Ian Brinklow

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

• 03/2022 → 06/2024
  Equitable Advisors, Llc
  New York, NY
• 02/2022 → 05/2022
  Edustaff
  Grand Rapids, MI
• 07/2024 → Present
  Fidelity Investments
  Grand Rapids, MI
• 01/2017 → 05/2017
  Staffan Mitchell Funeral Home
  Chelsea, MI
• 08/2021 → 07/2024
  Doordash
  San Francisco, CA
• 08/2017 → 12/2021
  Michigan State University
  East Lansing, MI
• 08/2016 → 01/2017
  Northwestern Community College
  Traverse City, MI
• 01/2022 → 02/2022
  Klever Innovations
  Grand Haven, MI
• 08/2018 → 03/2020
  Residential And Hospitality Services, Michigan State
  East Lansing, MI
• 02/2017 → 08/2017
  Chelsea Alehouse
  Chelsea, MI
• 01/2017 → 05/2017
  Washtenaw Community College
  Ann Arbor, MI
• 02/2019 → 08/2019
  Eastminster Presbyterian Church
  East Lansing, MI
• 05/2019 → 06/2019
  Edustaff
  Grand Rapids, MI
• 05/2021 → 08/2021
  Unifiservice
  Traverse City, MI
• 02/2017 → 05/2017
  Gretchens House
  Chelsea, MI
• 02/2019 → 03/2020
  Todd Martin Youth Leadership
  Lansing, MI
• 03/2020 → 04/2021
  United Methodist Church
  East Lansing, MI
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-08-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Grand Rapids, MI
• 2023-05-05 → 2024-06-26
  Equitable Advisors, Llc
  Grand Rapids, MI
  Kalamazoo, MI
  Grand Rapids, MI
  Grand Rapids, MI

Exams

• S66 Uniform Combined State Law Examination
  2023-03-24
• S63 Uniform Securities Agent State Law Examination
  2022-05-17

Other Names

• Ian Brinklow
• Ian David Brinklow