Bradford Alan Litchfield
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJun 2022 to now
- Tulane UniversityAug 2021 to Jun 2022
- Tru Inc.Jun 2021 to Aug 2021
- Tulane UniversityAug 2020 to May 2021
- UnemployedMay 2020 to Aug 2020
- Tulane UniversityAug 2019 to May 2020
- Copeland ChevroletJun 2019 to Aug 2019
- Charles Services GroupMay 2019 to Jun 2019
- Tulane UniversityAug 2018 to May 2019
- Charles Services GroupJun 2018 to Aug 2018
- Belmont Hill SchoolAug 2017 to Jun 2018
- Battle Road BrewhouseJun 2017 to Aug 2017
- Belmont Hill SchoolAug 2016 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (CT, 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
- 7587994
- Firm CRD
- 104555