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Brian S. Gwaltney

Strategic Advisers LLC

Colonial Heights, VA

Glen Allen, VA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Colonial Heights, VA • United States

11114 West Broad St, Glen Allen, VA 23060-5813 • 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
Wells Fargo Clearing Services, Llc Richmond VA 05/2019 05/2023
Northwestern Mutual Richmond VA 04/2018 05/2018
Hampden-Sydney College Farmville VA 02/2016 05/2019
Wesley United Methodist Preschool Colonial Heights VA 06/2012 05/2019
Vector Marketing Richmond VA 12/2016 04/2019
Hampden-Sydney College Farmville VA 08/2015 05/2019
Quality Moving Services Petersburg VA 03/2009 05/2019
Fidelity Investments Glen Allen VA 05/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2019 → 05/2023
    Wells Fargo Clearing Services, Llc
    Richmond, VA
  • 04/2018 → 05/2018
    Northwestern Mutual
    Richmond, VA
  • 02/2016 → 05/2019
    Hampden-Sydney College
    Farmville, VA
  • 06/2012 → 05/2019
    Wesley United Methodist Preschool
    Colonial Heights, VA
  • 12/2016 → 04/2019
    Vector Marketing
    Richmond, VA
  • 08/2015 → 05/2019
    Hampden-Sydney College
    Farmville, VA
  • 03/2009 → 05/2019
    Quality Moving Services
    Petersburg, VA
  • 05/2023 → Present
    Fidelity Investments
    Glen Allen, VA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-07-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Glen Allen, VA
  • 2019-09-27 → 2023-05-25
    Wells Fargo Clearing Services, Llc
    Richmond, VA
    Colonial Heights, VA
    Chester, VA
    Colonial Heights, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-09-27
  • S66 Uniform Combined State Law Examination
    2019-09-27
Other Names
  • Brian Sevan Gwaltney
  • Brian Gwaltney
  • Brian S Gwaltney

View on SEC IAPD

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