Brint Vann Galey
Investment adviser representative at Strategic Advisers LLC
12 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
12 years in the industry.
- Strategic Advisers LLCNov 2025 to now
- Fidelity InvestmentsSep 2024 to now
- Bank of America, N.A.Jul 2022 to Aug 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2022 to Aug 2024
- Charles Schwab & Co., Inc.Apr 2021 to Apr 2022
- GringosOct 2020 to Mar 2021
- HebApr 2020 to Dec 2020
- Jimmy ChangasJan 2019 to Sep 2020
- University of HoustonAug 2018 to May 2021
- UnemployedAug 2018 to Dec 2018
- Jimmy ChangasDec 2017 to Jul 2018
- San Jacinto Community CollegeAug 2016 to May 2018
- Copy DrMar 2014 to Nov 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
- 7448052
- Firm CRD
- 104555