Brandon Joseph Kustek
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$1.4TFirm assets
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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 InvestmentsMar 2025 to now
- Fidelity Brokerage Services LLCJul 2019 to now
- AXA Advisors, LLCFeb 2019 to Jul 2019
- Cafe BaciDec 2018 to Jul 2019
- AXA AdvisorsJun 2018 to Aug 2018
- Millers Ale HouseJun 2017 to Aug 2018
- Suny CortlandAug 2015 to Dec 2018
- Nassau County Recreation Summer CampJun 2015 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 3 states (NJ, NY, 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
- 6957728
- Firm CRD
- 104555