Brandon Robert noboru Matsuno
Investment adviser representative at Strategic Advisers LLC
13 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
13 years in the industry.
- Strategic Advisers LLCApr 2026 to now
- Fidelity InvestmentsDec 2025 to now
- UnemployedNov 2025 to Dec 2025
- OracleJun 2021 to Oct 2025
- Northwestern MutualOct 2020 to Jun 2021
- California Polytechnic State University San Luis ObispoMar 2020 to Oct 2020
- California Polytechnic State University - Distribution ServicesSep 2019 to Mar 2020
- California Polytechnic State University San Luis ObispoSep 2018 to Sep 2019
- Merrill LynchJun 2018 to Sep 2018
- California Polytechnic State University San Luis ObispoSep 2017 to Jun 2018
- UnemployedJun 2017 to Sep 2017
- Mills High SchoolAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 6978148
- Firm CRD
- 104555