Brennan Marshall Settle
Investment adviser representative at Strategic Advisers LLC
14 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
14 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJun 2022 to now
- Boys and Girls Club of AmericaNov 2020 to Sep 2021
- Carolina CourtsNov 2019 to Jan 2020
- Advanced HomesJul 2019 to Aug 2020
- Foursome Enterprises // Lakewood Golf CourseMay 2019 to Sep 2020
- La-tea-das CateringJul 2018 to Dec 2019
- Student At Unc-charlotteJan 2012 to May 2022
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 7586372
- Firm CRD
- 104555