Brian A. Carlin
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$1.4TFirm assets
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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
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJul 2023 to now
- Morgan StanleyMar 2023 to Jul 2023
- E*trade Capital Management LLCDec 2020 to Jul 2023
- E*trade Securities LLCDec 2020 to Jul 2023
- TD AmeritradeMay 2020 to Dec 2020
- Various Insurance Carriers for W & R Insurance AgenciesApr 2016 to Mar 2020
- Einberger Financial Planning IncMar 2016 to Mar 2020
- Karen EinbergerMar 2016 to Mar 2020
- Waddell & Reed, Inc.Mar 2016 to Mar 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 3 states (AK, TX, WA).
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
- 5407554
- Firm CRD
- 104555