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Madison Jayne Brunis

Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
1 stateRegistered 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.

  1. Strategic Advisers LLCMar 2025 to now
  2. Fidelity InvestmentsJun 2021 to now
  3. UnemployedApr 2021 to Jun 2021
  4. The Skolkovo Institute of Science and TechnologySep 2019 to Dec 2019
  5. Byu Independent StudyMay 2019 to Apr 2021
  6. UnemployedDec 2018 to May 2019
  7. The State Hermitage MuseumAug 2017 to Dec 2018
  8. The Church of Jesus Christ of Latter-day SaintsJun 2017 to Dec 2018
  9. Brigham Young UniversityAug 2016 to Apr 2021
  10. UnemployedAug 2016 to Jun 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2021
  • Series 66 · Uniform Combined State Law2022

State registrations

Registered as an investment adviser representative in 1 state (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
7403164
Firm CRD
104555
Advisor's SEC record (opens in a new tab)
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