Brittney Renee roberts Marshall
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 LLCMar 2025 to now
- Fidelity InvestmentsMar 2025 to now
- Fidelity Brokerage Services LLCJan 2020 to now
- South Suburban Parks and RecreationSep 2019 to Jan 2020
- Betty Ford Alpine GardensMay 2019 to Jan 2020
- Stonecrop GardensFeb 2018 to May 2019
- Pensionmark Securities, LLCSep 2017 to Feb 2018
- Pensionmark Financial Group, LLC Dba/ Rogers FinancialSep 2015 to Feb 2018
- Capfinancial Securities, LLCSep 2015 to Sep 2017
- Rogers FinancialDec 2014 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
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
- 6113973
- Firm CRD
- 104555