Colin Brubaker
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 2024 to now
- UnemployedJan 2024 to Mar 2024
- Osaic Wealth, Inc.Sep 2023 to Dec 2023
- Sagepoint FinancialMar 2022 to Sep 2023
- American Wealth Strategy GroupAug 2019 to Dec 2023
- Minnesota Life Insurance CompanyAug 2019 to Apr 2022
- Securian Financial Services IncAug 2019 to Apr 2022
- Securian Financial Services IncApr 2019 to Jul 2019
- Ameriprise FinancialMay 2018 to Dec 2018
- David M Maines Inc.May 2017 to Aug 2017
- Elizabethtown CollegeAug 2015 to May 2019
- Robert H. RanckAug 2014 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (PA, 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
- 6949469
- Firm CRD
- 104555