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Ryan Bartley

Strategic Advisers LLC

Thousand Oaks, CA

Los Angeles, CA

CRD 6698357

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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
CA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

111 South Westlake Blvd Suite #103, Thousand Oaks, CA 91362-3807 • United States

Los Angeles, CA • 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
Fidelity Brokerage Services Llc Santa Barbara CA 10/2016 Present
Best Buy Murrieta CA 06/2015 10/2016
Fidelity Investments Boston MA 03/2025 Present
  • 10/2016 → Present
    Fidelity Brokerage Services Llc
    Santa Barbara, CA
  • 06/2015 → 10/2016
    Best Buy
    Murrieta, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-02-21 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Santa Barbara, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-02-15
S63 Uniform Securities Agent State Law Examination 2017-05-01
  • S65 Uniform Investment Adviser Law Examination
    2019-02-15
  • S63 Uniform Securities Agent State Law Examination
    2017-05-01
Other Names
  • Ryan Robert Bartley

View on SEC IAPD

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ERIK NICHOLAS HAGGE
DELLON STOUT BARRY
Baker Thomas Burchfield

Nearby Offices

IBN ASSET MANAGEMENT, LLC · THOUSAND OAKS, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Thousand Oaks, CA
AMERIPRISE FINANCIAL SERVICES, LLC · Thousand Oaks, CA

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