Brandis Barnes
Investment adviser representative at Strategic Advisers LLC
16 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
16 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMar 2021 to now
- Living N Luxury, LLC.Apr 2020 to Mar 2021
- J.P. Morgan Securities LLC.Sep 2019 to Feb 2021
- JPMorgan Chase Bank, N.A.Sep 2019 to Feb 2021
- Edward Jones/professional Employment GroupFeb 2019 to Jul 2019
- Pvh CorpDec 2018 to May 2019
- H&r BlockNov 2018 to Apr 2019
- Gold Racks BoutiqueMay 2018 to Mar 2021
- UnemployedMar 2018 to Oct 2018
- Scottrade IncJun 2010 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (GA, 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
- 5800177
- Firm CRD
- 104555