Brian Self
Investment adviser representative at Strategic Advisers LLC
12 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Brian Self? Claim your profile
Contact this firm
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 LLCJul 2025 to now
- Fidelity InvestmentsJun 2025 to now
- UnemployedDec 2024 to Jun 2025
- LPL Financial, LLCMar 2023 to Dec 2024
- Key Investment ServicesMay 2021 to Mar 2023
- J.P. Morgan Bank, N.A.Oct 2020 to May 2021
- J.P. Morgan Securities, LLCOct 2020 to May 2021
- Bowling Green State UniversitySep 2019 to May 2020
- Citizens Securities, Inc.Mar 2018 to Oct 2020
- ScottradeMar 2014 to Mar 2018
- Scottrade Investment ManagementMar 2014 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (OH, 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
- 5863371
- Firm CRD
- 104555