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Brian Rogers-Botellio

Strategic Advisers LLC

Chestnut Hill, MA

Stoughton, MA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

220 Boylston St Suite C115, Chestnut Hill, MA 02467-2077 • United States

Stoughton, MA • 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
Charles Schwab & Co., Inc Boston MA 02/2017 12/2023
Charles Schwab Bank, Ssb Boston MA 02/2017 12/2023
State Street Bank Quincy MA 05/2016 02/2017
Fidelity Investments Chestnut Hill MA 01/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2017 → 12/2023
    Charles Schwab & Co., Inc
    Boston, MA
  • 02/2017 → 12/2023
    Charles Schwab Bank, Ssb
    Boston, MA
  • 05/2016 → 02/2017
    State Street Bank
    Quincy, MA
  • 01/2024 → Present
    Fidelity Investments
    Chestnut Hill, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-02-22 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Chestnut Hill, MA
  • 2017-07-27 → 2024-01-17
    Charles Schwab & Co., Inc.
    Hingham, MA
    Boston, MA
    Boston, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-07-26
S63 Uniform Securities Agent State Law Examination 2017-05-24
  • S66 Uniform Combined State Law Examination
    2017-07-26
  • S63 Uniform Securities Agent State Law Examination
    2017-05-24
Designations
Other Names
  • Brian James Rogers-Botellio

View on SEC IAPD

Other Firms

CHARLES SCHWAB & CO., INC.
SCHWAB WEALTH ADVISORY, INC.
ESPLANADE CAPITAL LLC
CITIZENS SECURITIES, INC.
COMMONWEALTH FINANCIAL NETWORK
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TRIBECA INVESTMENT INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Other Investors

Jonas Cole Killeen
TIFFANI L LEARY
ALEXANDER GURIN
RICARDO MONTEIRO
K WYATT WILMSHURST
John Doherty
JAMES THOMAS DUGAN
SAMUEL SMITH

Other Offices

CHARLES SCHWAB & CO., INC. · Chestnut Hill, MA
SCHWAB WEALTH ADVISORY, INC. · Chestnut Hill, MA
ESPLANADE CAPITAL LLC · CHESTNUT HILL, MA
CITIZENS SECURITIES, INC. · CHESTNUT HILL, MA
COMMONWEALTH FINANCIAL NETWORK · CHESTNUT HILL, MA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CHESTNUT HILL, MA
TRIBECA INVESTMENT INC. · CHESTNUT HILL, MA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Newton, MA

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