Brenda J Freeman

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

• 10/2017 → 02/2022
  Wells Fargo Clearing Services, Llc.
  Canton, GA
• 11/2016 → 02/2022
  Wells Fargo Bank Na
  Canton, GA
• 09/2016 → 11/2016
  Fams
  Woodstock, GA
• 02/2022 → 09/2022
  Gwfs Equities, Inc
  Greenwood Village, CO
• 02/2022 → 09/2022
  Advised Assets Group, Llc
  Greenwood Village, CO
• 08/2016 → 09/2016
  Homeowners Network
  Canton, GA
• 12/2022 → Present
  Fidelity Investments
  Jasper, GA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-05-11 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Jasper, GA
• 2022-03-03 → 2022-09-22
  Empower Advisory Group, Llc
  Greenwood Village, CO
  Aragon, GA
• 2021-04-12 → 2022-02-18
  Wells Fargo Clearing Services, Llc
  Atlanta, GA
  Canton, GA
  Cartersville, GA

Exams

• S66 Uniform Combined State Law Examination
  2021-04-05
• S63 Uniform Securities Agent State Law Examination
  2018-02-15

Other Names

• Brenda J Byrd
• Brenda J Drinkwater
• Brenda J Burkhart
• Brenda Freeman
• Brenda Jo Freeman