Thomas C. Brandt
Investment adviser representative at Strategic Advisers LLC
28 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
28 years in the industry.
- Strategic Advisers LLCJul 2025 to now
- Fidelity Brokerage Services LLCJun 2025 to now
- UnemployedApr 2025 to Jun 2025
- Rainbow RydersFeb 2025 to Apr 2025
- VanguardOct 2023 to Feb 2025
- UnemployedJul 2023 to Oct 2023
- Fidelity InvestmentsApr 2022 to Jul 2023
- USAANov 2017 to Mar 2022
- United States Air ForceDec 1997 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 7534071
- Firm CRD
- 104555