Best Investors Account Sign in
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
FL RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States

Green Cove Springs, FL • 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
Probe Domain Middleburg FL 02/2024 04/2024
Whiteys Fish Camp Fleming Island FL 02/2016 02/2017
Probe Domain Middleburg FL 03/2018 05/2018
Fidelity Investments Covington KY 04/2024 Present
Hirequest Direct Jacksonville FL 08/2018 04/2019
Bhide And Hall Architects Orange Park FL 02/2017 03/2018
Red Oak Church Andrews NC 04/2019 02/2024
Snowbird Wilderness Outfitters Andrews NC 05/2018 08/2018
Fidelity Investments Boston MA 03/2025 Present
  • 02/2024 → 04/2024
    Probe Domain
    Middleburg, FL
  • 02/2016 → 02/2017
    Whiteys Fish Camp
    Fleming Island, FL
  • 03/2018 → 05/2018
    Probe Domain
    Middleburg, FL
  • 04/2024 → Present
    Fidelity Investments
    Covington, KY
  • 08/2018 → 04/2019
    Hirequest Direct
    Jacksonville, FL
  • 02/2017 → 03/2018
    Bhide And Hall Architects
    Orange Park, FL
  • 04/2019 → 02/2024
    Red Oak Church
    Andrews, NC
  • 05/2018 → 08/2018
    Snowbird Wilderness Outfitters
    Andrews, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-08-22 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
    Green Cove Springs, FL
Other Businesses

OBA-109075|OrgNmn:Brayden Nones Affiliate Marketing|Org Addr:Green Cove,Florida,US|OBA Nature:Affiliate Marketing|Invst Rel:N|Title:Owner|Duties:I sometimes make videos of doing repairs and maintenance and then add my affiliate links to the description.|StrtDt:07-20-22|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-08
  • S66 Uniform Combined State Law Examination
    2024-08-08
Other Names
  • Brayden R Nones

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Jacksonville, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor