Brendan J. Carroll
Investment adviser representative at Strategic Advisers LLC
13 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
13 years in the industry.
- Strategic Advisers LLCJul 2025 to now
- Fidelity InvestmentsNov 2023 to now
- UnemploymentSep 2023 to Nov 2023
- Compunnel / Morgan StanleyMay 2023 to Sep 2023
- UnemploymentApr 2023 to May 2023
- Hanaya PokeMay 2021 to Apr 2023
- Full Time SchoolApr 2020 to May 2021
- University of Utah International Office of AdmissionsNov 2019 to Apr 2020
- Full Time SchoolAug 2018 to Nov 2019
- MyteeMay 2018 to Aug 2018
- University of UtahAug 2017 to May 2023
- Full Time SchoolAug 2017 to May 2018
- SproutsJul 2017 to Aug 2017
- Del Norte HighschoolNov 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
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
- 7730197
- Firm CRD
- 104555