Bradley J. Simonson
Investment adviser representative at Strategic Advisers LLC
13 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
13 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJul 2021 to now
- Education At Work / Fidelity InvestmentsJan 2020 to Apr 2020
- Lendkey TechnologiesJun 2019 to Aug 2019
- Delaware NorthFeb 2018 to Aug 2018
- University of CincinnatiAug 2017 to May 2021
- Steves BpFeb 2017 to Jul 2021
- Western Hills Nursing & Rehab Center and Retirement VillageJan 2016 to Feb 2017
- Elder High SchoolAug 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 3 states (KY, OH, 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
- 7420827
- Firm CRD
- 104555