Brooke Flanigan

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-03-13
NC	RA	APPROVED	2025-06-02

TX RA
APPROVED

Since 2026-03-13
NC RA
APPROVED

Since 2025-06-02

Branch Locations

Charlotte, NC • United States

4611 Sharon Rd Two Coltsgate, Charlotte, NC 28211-3529 • 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

Organization	City	State	From	To
Tony Locos Bar & Restaurant	Woodbine	MD	05/2023	08/2023
Dead Freddies Island Grill	Ocean City	MD	05/2022	08/2022
Ubs	Bethesda	MD	06/2023	08/2023
Full Time Student	Blacksburg	VA	08/2021	05/2022
Full Time Student	Blacksburg	VA	09/2014	05/2021
Tony Locos Bar & Restaurant	Woodbine	MD	05/2021	08/2021
Full Time Student	Blacksburg	VA	08/2022	05/2023
Unemployed	Mount Airy	MD	08/2023	11/2024
Fidelity Investments	Charlotte	NC	11/2024	Present

05/2023 → 08/2023

Tony Locos Bar & Restaurant

Woodbine, MD
05/2022 → 08/2022

Dead Freddies Island Grill

Ocean City, MD
06/2023 → 08/2023

Ubs

Bethesda, MD
08/2021 → 05/2022

Full Time Student

Blacksburg, VA
09/2014 → 05/2021

Full Time Student

Blacksburg, VA
05/2021 → 08/2021

Tony Locos Bar & Restaurant

Woodbine, MD
08/2022 → 05/2023

Full Time Student

Blacksburg, VA
08/2023 → 11/2024

Unemployed

Mount Airy, MD
11/2024 → Present

Fidelity Investments

Charlotte, NC

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-03-18

S66 Uniform Combined State Law Examination

2025-03-18

Other Names

Brooke Anne Flanigan

View on SEC IAPD

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