Brady Leatherman

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

• 08/2015 → 06/2019
  St.STephens High School
  Hickory, NC
• 04/2018 → 08/2019
  Hickory Springs Country Club
  Hickory, NC
• 06/2020 → 08/2020
  Interstate Foam And Supply Inc.
  Conover, NC
• 05/2020 → 06/2020
  Fedex
  Hickory, NC
• 04/2021 → 08/2021
  Swim Club Management Group
  Huntersville, NC
• 05/2022 → 08/2022
  Golf Galaxy
  Charlotte, NC
• 05/2022 → 04/2023
  Ted Lanes Inc.
  Los Angeles, CA
• 05/2023 → Present
  Fidelity Investments
  Huntersville, NC
• 01/2019 → 05/2023
  University Of North Carolina At Charlotte
  Charlotte, NC
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-08-26 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Cornelius, NC
  Huntersville, NC

Exams

• S66 Uniform Combined State Law Examination
  2024-02-15
• S63 Uniform Securities Agent State Law Examination
  2023-09-21

Other Names

• Brady Leatherman
• Brady Hugh Leatherman