Bradford Brook
Investment adviser representative at Strategic Advisers LLC
12 yearsExperience
3 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 InvestmentsNov 2021 to now
- UnemployedSep 2021 to Nov 2021
- Equitable Advisors, LLCDec 2019 to Sep 2021
- AXA Advisors, LLCDec 2019 to Jun 2020
- UnemployedSep 2019 to Nov 2019
- AvalaraAug 2018 to Sep 2019
- UnemployedMay 2018 to Aug 2018
- Roosters Southern KitchenJun 2015 to Aug 2017
- East Carolina UniversityAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2020
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
- 7205976
- Firm CRD
- 104555