Brett Kidder

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

• 06/2011 → 05/2022
  Stay Home Dad
  Saratoga Springs, UT
• 05/2022 → Present
  Fidelity Investments
  American Fork, UT
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-08-14 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  American Fork, UT

Other Businesses

OBA-111893|OrgNmn:Bash Bros Baseball|Org Addr:Saratoga S,Utah,US|OBA Nature:Local Tournament Baseball Team|Invst Rel:N|Title:Team Manager|Duties:I organize and invite a roster of players. I pay for uniforms and tournament fees. Those fees are reimbursed by the particiapting families for|StrtDt:06-01-23|TotHrs/mon:2|TrdHrs/mon:1|

Exams

• S66 Uniform Combined State Law Examination
  2023-08-09
• S63 Uniform Securities Agent State Law Examination
  2022-10-07

Other Names

• Brett William Kidder
• Brett Kidder