Brendan Patrick Hall

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

• 06/2017 → 08/2017
  New England Medical Billing
  Rumford, RI
• 05/2018 → 08/2018
  Gentle Giant Moving Company
  Seekonk, MA
• 05/2019 → 08/2019
  Parsonskellogg
  East Providence, RI
• 12/2020 → 01/2021
  Ups
  Warwick, RI
• 05/2021 → 08/2021
  Squadlocker
  Warwick, RI
• 06/2022 → Present
  Fidelity Investments
  Smithfield, RI
• 09/2014 → 06/2017
  Moses Brown High School
  Barrington, RI
• 08/2021 → 06/2022
  University Of Alabama
  Tuscaloosa, AL
• 01/2021 → 05/2021
  University Of Alabama
  Tuscaloosa, AL
• 08/2018 → 05/2019
  University Of Alabama
  Tuscaloosa, AL
• 08/2017 → 05/2018
  Moses Brown High School
  Providence, RI
• 08/2019 → 12/2020
  University Of Alabama
  Tuscaloosa, AL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-09-20 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Smithfield, RI

Exams

• S66 Uniform Combined State Law Examination
  2023-09-08
• S63 Uniform Securities Agent State Law Examination
  2022-10-03