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Brooke Elyse Messier

Strategic Advisers LLC

Smithfield, RI

West Warwick, RI

CRD 7896246

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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
RI RA APPROVED 2025-09-04
TX RA APPROVED 2025-09-04
  • RI RA
    APPROVED
    Since 2025-09-04
  • TX RA
    APPROVED
    Since 2025-09-04

Branch Locations

900 Salem Street, Smithfield, RI 02917-1243 • United States

West Warwick, RI • 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
Newport Creamery Ri RI 11/2017 06/2019
Fidelity Investments Smithfield RI 03/2024 Present
Unemployed Ri RI 02/2014 10/2017
Unemployed Ri RI 01/2024 02/2024
Arous Studio Ri RI 02/2022 12/2023
Legal Sea Foods Ri RI 07/2019 11/2023
  • 11/2017 → 06/2019
    Newport Creamery
    Ri, RI
  • 03/2024 → Present
    Fidelity Investments
    Smithfield, RI
  • 02/2014 → 10/2017
    Unemployed
    Ri, RI
  • 01/2024 → 02/2024
    Unemployed
    Ri, RI
  • 02/2022 → 12/2023
    Arous Studio
    Ri, RI
  • 07/2019 → 11/2023
    Legal Sea Foods
    Ri, RI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-29
S63 Uniform Securities Agent State Law Examination 2024-06-26
  • S66 Uniform Combined State Law Examination
    2025-08-29
  • S63 Uniform Securities Agent State Law Examination
    2024-06-26
Other Names
  • Brooke E Messier
  • Brooke Messier

View on SEC IAPD

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