Brandon Rich Lumbert
Investment adviser representative at Strategic Advisers LLC
12 yearsExperience
3 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
12 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsFeb 2023 to now
- Partners InsuranceMay 2022 to Jan 2023
- University of Massachusetts DartmouthSep 2021 to Jan 2022
- WalgreensMar 2020 to Jan 2023
- TargetJul 2019 to Mar 2020
- PepsiJul 2018 to Jun 2019
- Worcester State UniversitySep 2017 to Jun 2019
- Market SourceJun 2017 to Sep 2017
- WalmartSep 2015 to Sep 2017
- Bristol Community CollegeSep 2014 to Aug 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 3 states (MA, RI, 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
- 7697346
- Firm CRD
- 104555