Brett Charbonneau
Investment adviser representative at Strategic Advisers LLC
13 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
13 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMar 2023 to now
- Grubhub Holdings Inc.Dec 2022 to Mar 2023
- Uber Technologies Inc.Feb 2021 to Mar 2023
- New England Sports Management d/b/a New England Sports CenterOct 2020 to Sep 2022
- Framingham State UniversitySep 2020 to May 2022
- Donovan Services Inc.Sep 2019 to Nov 2019
- Lazer Sound Inc.Feb 2018 to Jun 2020
- Middlesex Community CollegeSep 2017 to May 2020
- New England Sports Management d/b/a New England Sports CenterMay 2016 to Aug 2018
- Marlborough High SchoolAug 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 3 states (MA, 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
- 7710677
- Firm CRD
- 104555