Bryant Moritz
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 LLCSep 2026 to now
- Fidelity InvestmentsJun 2026 to now
- Charles Schwab & Co., Inc.Sep 2023 to Jun 2026
- TD Ameritrade, Inc.Jul 2020 to Sep 2023
- Creighton UniversityAug 2019 to May 2020
- PeopleconnectJun 2019 to Aug 2019
- Creighton UniversityAug 2018 to May 2019
- Downers Grove Golf CourseMay 2018 to Aug 2018
- Creighton UniversityAug 2017 to May 2018
- Elmhurst Park DistrictMay 2017 to Aug 2018
- Creighton UniversityAug 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2025
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (TN, 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
- 7280402
- Firm CRD
- 104555