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Brandon Johnson

Strategic Advisers LLC

Vista, CA

CRD 7781977

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Vista, CA • 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
Oregon Community Credit Union Springfield OR 10/2014 09/2016
Homestreet Bank Carlsbad CA 09/2016 11/2018
Flagstar Bank Irvine CA 11/2018 01/2023
Texana Bank Linden TX 02/2023 04/2023
Guaranteed Rate, Inc Irvine CA 04/2023 11/2023
Wedbush Securities Los Angeles CA 07/2023 11/2023
Fidelity Investments Vista CA 11/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2014 → 09/2016
    Oregon Community Credit Union
    Springfield, OR
  • 09/2016 → 11/2018
    Homestreet Bank
    Carlsbad, CA
  • 11/2018 → 01/2023
    Flagstar Bank
    Irvine, CA
  • 02/2023 → 04/2023
    Texana Bank
    Linden, TX
  • 04/2023 → 11/2023
    Guaranteed Rate, Inc
    Irvine, CA
  • 07/2023 → 11/2023
    Wedbush Securities
    Los Angeles, CA
  • 11/2023 → Present
    Fidelity Investments
    Vista, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-01-26 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Vista, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-01-19
  • S66 Uniform Combined State Law Examination
    2024-01-19

View on SEC IAPD

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