Grant David Brown

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

• 08/2016 → 09/2016
  Fulcrum Adventures
  Culver City, CA
• 09/2016 → 10/2016
  Csun Outdoor Adventures
  Northridge, CA
• 01/2020 → 02/2020
  Chm Hotels
  Carpinteria, CA
• 07/2021 → 08/2021
  Chm Hotels
  Carpinteria, CA
• 03/2023 → 05/2023
  Goleta Unified School District
  Goleta, CA
• 10/2016 → 07/2019
  Chm Hotels
  Sherman Oaks, CA
• 01/2020 → 10/2023
  Sythos Ventures Inc.
  Granada Hills, CA
• 08/2019 → 09/2019
  Spark Sport
  Auckland
• 09/2023 → Present
  Fidelity Investments
  Century City, CA
• 09/2023 → 10/2023
  Hilton Woodland Hills
  Woodland Hills, CA
• 09/2019 → 01/2020
  Unemployed
  Granada Hills, CA
• 07/2019 → 08/2019
  Unemployed
  Auckland
• 08/2015 → 05/2019
  California State University Northridge
  Northridge, CA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-11-10 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Los Angeles, CA

Other Businesses

OBA-102863|OrgNmn:OTC Recruiting|Org Addr:Granada Hi,California,US|OBA Nature:Independent Recruiting Firm|Invst Rel:N|Title:Officer|Duties:Maintain the administrative and financial elements of the business. I am responsible for opening bank accounts, and coordinating payroll, comm|StrtDt:03-27-26|TotHrs/mon:40|TrdHrs/mon:0|

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-06-28
• S65 Uniform Investment Adviser Law Examination
  2021-11-16