Brennan Connor Gott

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

• 09/2014 → 06/2022
  Wells Fargo Bank, Na
  Pewaukee, WI
• 03/2018 → 08/2019
  Wells Fargo Clearing Services, Llc
  Pewaukee, WI
• 08/2019 → 06/2022
  Wells Fargo Clearing Services, Llc
  Wauwatosa, WI
• 06/2022 → 03/2023
  Lpl Financial, Llc
  Wauwatosa, WI
• 03/2023 → Present
  Fidelity Investments
  Brookfield, WI
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-05-25 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Brookfield, WI
• 2022-06-21 → 2023-03-28
  Lpl Financial Llc
  Wauwatosa, WI
• 2019-05-07 → 2022-06-28
  Wells Fargo Clearing Services, Llc
  Pewaukee, WI
  Milwaukee, WI
  Wauwatosa, WI

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-05-07
• S63 Uniform Securities Agent State Law Examination
  2019-04-16