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Brett Matthew Carow

Strategic Advisers LLC

Sauk Rapids, MN

CRD 6749315

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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
MN RA APPROVED 2026-05-11
TX RA APPROVED_RES 2025-03-31
  • MN RA
    APPROVED
    Since 2026-05-11
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Sauk Rapids, MN • 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
Mml Investors Services, Llc Charlotte NC 01/2017 01/2019
Basf Shakopee MN 01/2016 01/2017
Massmutual Springfield MA 01/2017 01/2019
Alight Finacial Solutions Charlotte NC 01/2019 02/2022
Fidelity Investments Fort Mill SC 03/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2017 → 01/2019
    Mml Investors Services, Llc
    Charlotte, NC
  • 01/2016 → 01/2017
    Basf
    Shakopee, MN
  • 01/2017 → 01/2019
    Massmutual
    Springfield, MA
  • 01/2019 → 02/2022
    Alight Finacial Solutions
    Charlotte, NC
  • 03/2022 → Present
    Fidelity Investments
    Fort Mill, SC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-04-20 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Fort Mill, SC
  • 2019-10-10 → 2022-02-25
    Alight Financial Advisors, Llc
    Charlotte, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-05-14
  • S66 Uniform Combined State Law Examination
    2019-05-14

View on SEC IAPD

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