Brittany Michelle Ponzo

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

• 02/2018 → 08/2019
  Carson City Chiropractic
  Mi, MI
• 07/2015 → 02/2018
  A Better Back Clinic
  Co, CO
• 01/2020 → 01/2024
  Seld Employed Moonrise Theraputic Massage
  Co, CO
• 05/2018 → 08/2019
  Iatse Local 38
  Mi, MI
• 02/2024 → Present
  Fidelity Investments
  Greenwood Village, CO
• 09/2019 → 12/2022
  Kalologie Denver
  Co, CO

Other Businesses

OBA-113247|OrgNmn:Moonrise Therapeutic Massage|Org Addr:Lone Tree,Colorado,US|OBA Nature: massage LLC|Invst Rel:N|Title:Sole Proprietor|Duties:provide massage for events|StrtDt:03-09-26|TotHrs/mon:10|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2025-11-07
• S63 Uniform Securities Agent State Law Examination
  2024-06-24

Other Names

• Brittany M Ponzo
• Brittany Ponzo