Brett M Bennett
Investment adviser representative at Strategic Advisers LLC
12 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Strategic Advisers LLCDec 2025 to now
- Fidelity InvestmentsNov 2025 to now
- HomemakerSep 2024 to Nov 2025
- Fidelity InvestmentsJul 2021 to Sep 2024
- Charles Schwab & Co., Inc.Dec 2020 to Jul 2021
- Charles Schwab Bank, SsbDec 2020 to Jul 2021
- E*trade Capital Management LLCSep 2016 to Dec 2020
- E*trade Securities LLCSep 2016 to Nov 2020
- Blue Alpha LLCAug 2014 to Nov 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5023196
- Firm CRD
- 104555