Brian William Laird

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

• 08/2017 → 02/2018
  Under Armour
  Hershey, PA
• 11/2017 → 02/2018
  Central Dauphin School District
  Harrisburg, PA
• 08/2013 → 05/2017
  Desales University
  Center Valley, PA
• 02/2018 → 12/2020
  Citizens Bank
  York, PA
• 02/2018 → 12/2020
  Citizens Securities, Inc.
  Souderton, PA
• 05/2017 → 08/2017
  Unemployed
  Harrisburg, PA
• 01/2021 → 06/2021
  Citizens Securities, Inc.
  East Norriton, PA
• 01/2021 → 06/2021
  Citizens Bank
  East Norriton, PA
• 06/2021 → 01/2022
  Citizens Securities Inc.
  Fort Washington, PA
• 06/2021 → 01/2022
  Citizens Bank, N.A
  Fort Washington, PA
• 01/2022 → 04/2023
  Citizens Securities, Inc.
  Fort Washington, PA
• 04/2023 → Present
  Fidelity Investments
  Center Valley, PA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-05-09 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Center Valley, PA
• 2021-01-29 → 2023-04-24
  Citizens Securities, Inc.
  Conshohocken, PA
  East Norriton, PA
  Conshohocken, PA
  West Palm Beach, FL
  East Norriton, PA
  Fairlawn, OH
  Hudson, MA
  Conshohocken, PA
• 2018-07-06 → 2020-12-31
  Citizens Securities, Inc.
  York, PA
  Monroeville, PA
  Middletown, PA
  Souderton, PA
  Conshohocken, PA

Other Businesses

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Exams

• S65 Uniform Investment Adviser Law Examination
  2018-07-06
• S63 Uniform Securities Agent State Law Examination
  2018-04-03

Designations

• Certified Financial Planner