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Brent Chadwick

Strategic Advisers LLC

Woodstock, GA

CRD 7678124

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-09-03
TX RA APPROVED 2025-09-02
  • GA RA
    APPROVED
    Since 2025-09-03
  • TX RA
    APPROVED
    Since 2025-09-02

Branch Locations

Woodstock, GA • 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
Morgan Stanley Alpharetta GA 09/2023 03/2024
Georgia Highlands College Cartersville GA 01/2019 06/2019
Georgia Highlands College Cartersville GA 07/2017 07/2020
Fidelity Investments Westlake TX 06/2024 Present
Jjg Holdings Limited Cartersville GA 08/2021 08/2022
Kennesaw Mountain High School Kennesaw GA 08/2015 06/2017
Ty J. Young Wealth Management Atlanta GA 08/2022 11/2022
Healthy Vending By Cmj Kennesaw GA 06/2019 08/2021
Northwestern Mutual Atlanta GA 03/2024 04/2024
Kennesaw State University Kennesaw GA 08/2020 05/2022
Hinton Allstate Agency Marietta GA 08/2018 12/2018
Unemployed Kennesaw GA 11/2022 02/2023
E*Trade Securities Llc Alpharetta GA 02/2023 09/2023
Unemployed Woodstock GA 04/2024 06/2024
  • 09/2023 → 03/2024
    Morgan Stanley
    Alpharetta, GA
  • 01/2019 → 06/2019
    Georgia Highlands College
    Cartersville, GA
  • 07/2017 → 07/2020
    Georgia Highlands College
    Cartersville, GA
  • 06/2024 → Present
    Fidelity Investments
    Westlake, TX
  • 08/2021 → 08/2022
    Jjg Holdings Limited
    Cartersville, GA
  • 08/2015 → 06/2017
    Kennesaw Mountain High School
    Kennesaw, GA
  • 08/2022 → 11/2022
    Ty J. Young Wealth Management
    Atlanta, GA
  • 06/2019 → 08/2021
    Healthy Vending By Cmj
    Kennesaw, GA
  • 03/2024 → 04/2024
    Northwestern Mutual
    Atlanta, GA
  • 08/2020 → 05/2022
    Kennesaw State University
    Kennesaw, GA
  • 08/2018 → 12/2018
    Hinton Allstate Agency
    Marietta, GA
  • 11/2022 → 02/2023
    Unemployed
    Kennesaw, GA
  • 02/2023 → 09/2023
    E*Trade Securities Llc
    Alpharetta, GA
  • 04/2024 → 06/2024
    Unemployed
    Woodstock, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-29
S63 Uniform Securities Agent State Law Examination 2023-08-07
  • S66 Uniform Combined State Law Examination
    2025-08-29
  • S63 Uniform Securities Agent State Law Examination
    2023-08-07
Other Names
  • Brent T Chadwick

View on SEC IAPD

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