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Brian Metcalf

Strategic Advisers LLC

Monroe, WA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Monroe, WA • 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
Edward Jones St Louis MO 08/2017 02/2022
Bartell Drugs Seattle WA 03/2017 08/2017
The Home Depot Atlanta GA 04/1994 01/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated Everett WA 02/2022 03/2023
Bank Of America, N.A. Everett WA 03/2022 03/2023
Fidelity Investments Westlake TX 04/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2017 → 02/2022
    Edward Jones
    St Louis, MO
  • 03/2017 → 08/2017
    Bartell Drugs
    Seattle, WA
  • 04/1994 → 01/2017
    The Home Depot
    Atlanta, GA
  • 02/2022 → 03/2023
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Everett, WA
  • 03/2022 → 03/2023
    Bank Of America, N.A.
    Everett, WA
  • 04/2023 → Present
    Fidelity Investments
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-10-07
  • S66 Uniform Combined State Law Examination
    2017-10-07

View on SEC IAPD

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