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Brian Carbajal

Strategic Advisers LLC

Greenville, DE

Newark, DE

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-06-05
DE RA APPROVED 2026-01-26
  • TX RA
    APPROVED
    Since 2026-06-05
  • DE RA
    APPROVED
    Since 2026-01-26

Branch Locations

4001 Kennett Pike Ste 120, Greenville, DE 19807-2000 • United States

Newark, DE • 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
Brew Haha Greenville DE 07/2021 05/2025
Archmere Academy Claymont DE 01/2017 05/2021
Wilmington Savings Fund Society Wilmington DE 01/2023 03/2023
University Of Delaware Newark DE 08/2021 03/2025
Starbucks Barnes And Noble Newark DE 08/2021 03/2022
Point To Point Wealth Planning Wilmington DE 04/2023 09/2023
Pet Supplies Plus Wilmington DE 06/2019 07/2021
Fidelity Investments Greenville DE 04/2024 Present
Edgecraft Corporation Avondale PA 03/2015 08/2018
State Farm Wilmington DE 04/2022 01/2023
  • 07/2021 → 05/2025
    Brew Haha
    Greenville, DE
  • 01/2017 → 05/2021
    Archmere Academy
    Claymont, DE
  • 01/2023 → 03/2023
    Wilmington Savings Fund Society
    Wilmington, DE
  • 08/2021 → 03/2025
    University Of Delaware
    Newark, DE
  • 08/2021 → 03/2022
    Starbucks Barnes And Noble
    Newark, DE
  • 04/2023 → 09/2023
    Point To Point Wealth Planning
    Wilmington, DE
  • 06/2019 → 07/2021
    Pet Supplies Plus
    Wilmington, DE
  • 04/2024 → Present
    Fidelity Investments
    Greenville, DE
  • 03/2015 → 08/2018
    Edgecraft Corporation
    Avondale, PA
  • 04/2022 → 01/2023
    State Farm
    Wilmington, DE
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-07
  • S66 Uniform Combined State Law Examination
    2026-01-07

View on SEC IAPD

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LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
MARVIN & PALMER ASSOCIATES
COMMONWEALTH FINANCIAL NETWORK
&PARTNERS

Other Investors

David Cook Reynolds
Patrick Edward Walsh
Alyson Renee Kest
Mark P Hamilton
Kevin Osmar Noguez Ochoa
Aaron Christopher Leonard
MICHAEL THOMAS FARQUHARSON
JEANNE ELIZABETH GRIFFITH

Other Offices

SPEARHEAD ADMINISTRATIVE SERVICES, LLC · GREENVILLE, DE
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WILMINGTON, DE
EDWARD JONES · Greenville, DE
LPL FINANCIAL LLC · WILMINGTON, DE
WELLS FARGO CLEARING SERVICES, LLC · GREENVILLE, DE
MARVIN & PALMER ASSOCIATES · WILMINGTON, DE
COMMONWEALTH FINANCIAL NETWORK · Wilmington, DE
&PARTNERS · Wilmington, DE

More in Greenville, DE

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