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Allison Brooks

Strategic Advisers LLC

Saline, MI

CRD 6710259

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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
MI RA APPROVED 2025-03-31
  • MI RA
    APPROVED
    Since 2025-03-31

Branch Locations

Saline, MI • 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 Ann Arbor MI 09/2016 Present
Greenpath Financial Wellness Farmington Hills MI 01/2013 09/2016
Fidelity Investments Boston MA 03/2025 Present
  • 09/2016 → Present
    Fidelity Brokerage Services Llc
    Ann Arbor, MI
  • 01/2013 → 09/2016
    Greenpath Financial Wellness
    Farmington Hills, MI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-05-22 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Ann Arbor, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-05-06
S63 Uniform Securities Agent State Law Examination 2016-12-19
  • S66 Uniform Combined State Law Examination
    2019-05-06
  • S63 Uniform Securities Agent State Law Examination
    2016-12-19
Other Names
  • Allison Corrine Daniels
  • Allison Corinne Daniels
  • Allison Corinne Brooks

View on SEC IAPD

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