Brandon T Collins
Investment adviser representative at Strategic Advisers LLC
12 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
12 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsApr 2022 to now
- Cuna Brokerage Services Inc.Feb 2021 to Mar 2022
- The Park Ultra LoungeSep 2019 to Apr 2022
- The Mix LoungeSep 2019 to Jan 2022
- Schools First Federal Credit UnionFeb 2019 to Feb 2022
- Sacramento State UniversityAug 2016 to Dec 2019
- Schools Financial Credit UnionOct 2014 to Nov 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2021
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
- 7329578
- Firm CRD
- 104555