Sierra Brady
Investment adviser representative at Strategic Advisers LLC
13 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Sierra Brady? Claim your profile
Contact this firm
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 LLCJan 2026 to now
- Fidelity InvestmentsOct 2021 to now
- Granite State Management and ReasourcesJan 2021 to Sep 2021
- Wentworth Douglas HospitalJun 2018 to Jan 2021
- Great Bay Community CollegeAug 2017 to May 2020
- Edgewood CentreAug 2017 to Jun 2018
- Hannfords SupermarketsAug 2016 to Aug 2017
- Strafford KindercampusAug 2015 to May 2017
- Coe Brown Northwood AcadmeyAug 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (NH, 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
- 7454753
- Firm CRD
- 104555