Brian Sniffen

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2015 → 10/2017
  Global Fitness House.COm
  Ridgefield, CT
• 02/2015 → 10/2017
  The Gym
  Ridgefield, CT
• 10/2017 → 08/2018
  David Lerner Associates
  Westport, CT
• 10/2018 → 07/2020
  Canoga Wealth Management
  Chester, CT
• 10/2018 → 07/2020
  Lpl Financial Llc
  Chester, CT
• 10/2018 → 07/2020
  Private Advisor Group, Llc
  Morristown, NJ
• 08/2020 → 11/2021
  The Vanguard Group, Inc.
  Malvern, PA
• 11/2021 → Present
  Fidelity Investments
  Hartford, CT
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-12-09 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Merrimack, NH
• 2020-09-18 → 2021-12-03
  Vanguard Advisers, Inc.
  Malvern, PA
• 2018-10-19 → 2020-07-16
  Private Advisor Group, Llc
  Chester, CT
  Morristown, NJ

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-08-21
• S63 Uniform Securities Agent State Law Examination
  2018-01-30

Other Names

• Brian Sniffen
• Brian Scott Sniffen