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Brian C. Stevens

Strategic Advisers LLC

Jacksonville, FL

Jacksonville, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States

Jacksonville, FL • 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
Voya Financial Partners, Llc Jacksonville FL 10/2017 06/2018
Cool Stuff Games Jacksonville FL 09/2016 10/2017
Florida State College Of Jacksonville Jacksonville FL 08/2015 11/2018
Cool Stuff Games Jacksonville FL 09/2018 06/2019
Moneysolver Jacksonville FL 06/2019 05/2020
Cady Studios Jacksonville FL 08/2020 01/2021
Moneysolver Jacksonville FL 01/2021 08/2023
Fidelity Investments Jacksonville FL 08/2023 Present
Twitch Jacksonville FL 01/2020 08/2023
Unemployed Jacksonville FL 05/2020 08/2020
  • 10/2017 → 06/2018
    Voya Financial Partners, Llc
    Jacksonville, FL
  • 09/2016 → 10/2017
    Cool Stuff Games
    Jacksonville, FL
  • 08/2015 → 11/2018
    Florida State College Of Jacksonville
    Jacksonville, FL
  • 09/2018 → 06/2019
    Cool Stuff Games
    Jacksonville, FL
  • 06/2019 → 05/2020
    Moneysolver
    Jacksonville, FL
  • 08/2020 → 01/2021
    Cady Studios
    Jacksonville, FL
  • 01/2021 → 08/2023
    Moneysolver
    Jacksonville, FL
  • 08/2023 → Present
    Fidelity Investments
    Jacksonville, FL
  • 01/2020 → 08/2023
    Twitch
    Jacksonville, FL
  • 05/2020 → 08/2020
    Unemployed
    Jacksonville, FL
Previous Registrations
  • 2024-01-19 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-12-18
  • S66 Uniform Combined State Law Examination
    2023-12-18
Other Names
  • Brian Stevens
  • Brian Collier Stevens
  • Brian C Stevens

View on SEC IAPD

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ANTHONY JOSEPH DE BELLIS
RYAN ALEXANDER WILLIAMS
JORDAN Christopher LACY
Derek Charles Vail
Adam Kyle Dorman
CORNELIUS JOHN CRONIN
Mia Victoria Greenfield
MICHAEL LOUIS ELLIS

Other Offices

LPL ENTERPRISE, LLC · JACKSONVILLE, FL
MADDEN ADVISORY SERVICES, INC. · JACKSONVILLE, FL
SANCHEZ WEALTH MANAGEMENT GROUP, LLC · JACKSONVILLE, FL
LPL FINANCIAL LLC · JACKSONVILLE, FL
LPL FINANCIAL LLC · JACKSONVILLE, FL
J.P. MORGAN SECURITIES LLC · Jacksonville, FL
J.P. MORGAN SECURITIES LLC · Jacksonville, FL
J.P. MORGAN SECURITIES LLC · Jacksonville , FL

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