Colin Brubaker

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

• 08/2019 → 12/2023
  American Wealth Strategy Group
  Lancaster, PA
• 04/2019 → 07/2019
  Securian Financial Services Inc
  St Paul, MN
• 08/2014 → 12/2016
  Robert H. Ranck
  Lancaster, PA
• 09/2023 → 12/2023
  Osaic Wealth, Inc.
  Lancaster, PA
• 08/2019 → 04/2022
  Securian Financial Services Inc
  St Paul, MN
• 01/2024 → 03/2024
  Unemployed
  Manheim, PA
• 08/2019 → 04/2022
  Minnesota Life Insurance Company
  St Paul, MN
• 03/2022 → 09/2023
  Sagepoint Financial
  Lancaster, PA
• 03/2024 → Present
  Fidelity Investments
  Charlotte, NC
• 05/2017 → 08/2017
  David M Maines Inc.
  Lewistown, PA
• 08/2015 → 05/2019
  Elizabethtown College
  Elizabethtown, PA
• 05/2018 → 12/2018
  Ameriprise Financial
  Lancaster, PA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-05-29 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Manheim, PA
• 2023-09-01 → 2024-01-09
  Osaic Wealth, Inc.
  Lancaster, PA
• 2022-04-01 → 2023-09-01
  Osaic Services, Inc.
  Lancaster, PA
• 2019-12-03 → 2022-04-07
  Securian Financial Services, Inc.
  Lancaster, PA

Exams

• S66 Uniform Combined State Law Examination
  2019-11-30

Other Names

• Colin D Brubaker
• Colin Brubaker
• Colin David Brubaker