Brian M. Wolfe
Investment adviser representative at Strategic Advisers LLC
11 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
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsAug 2024 to now
- Bryan Cowdery IncMay 2024 to Aug 2024
- Stupski P&p PaintingJul 2023 to May 2024
- Bank of America, N.A.Jan 2023 to Apr 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2022 to Apr 2023
- J.P. Morgan Securities LLCMar 2022 to Oct 2022
- JPMorgan Chase Bank, N.A.Mar 2022 to Oct 2022
- Golden Reserve LLCJan 2022 to Mar 2022
- FedexNov 2021 to Jan 2022
- Coulter Ventures dba Rogue FitnessNov 2021 to Dec 2021
- Mac ToolsJun 2021 to Nov 2021
- Nesco ResourceMay 2021 to Jun 2021
- Stupski ConstructionFeb 2020 to Apr 2021
- UnemployedOct 2019 to Jan 2020
- Lmk Equine, LLCMay 2019 to Sep 2019
- Nationwide Investment Services CorpJan 2018 to May 2019
- Nationwide Securities, LLCSep 2015 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2023
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
- 6473214
- Firm CRD
- 104555