Brian Elliott
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCNov 2025 to now
- Fidelity InvestmentsSep 2025 to now
- The National Bank of IndianapolisJan 2024 to Sep 2025
- UnemployedNov 2023 to Jan 2024
- Morgan Stanley Private Bank, N.AOct 2020 to Nov 2023
- Morgan StanleyApr 2020 to Nov 2023
- The Exercise CoachOct 2017 to Apr 2020
- Indiana University Purdue University IndianapolisJul 2016 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (IN, 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
- 7244631
- Firm CRD
- 104555