Bradley Watts
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
1 stateRegistered 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 InvestmentsJul 2024 to now
- Charles Schwab & Co., Inc.Jun 2023 to Jul 2024
- Whitley Penn LLPMar 2022 to Jun 2023
- Honda Financial ServicesJan 2019 to Mar 2022
- The Houston Jackson GroupJan 2019 to May 2019
- Nelson StaffingJul 2018 to Jan 2019
- UnemployedApr 2018 to Jun 2018
- Unitedhealth GroupOct 2017 to Mar 2018
- ScribeamericaMay 2017 to Sep 2017
- UnemployedNov 2016 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (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
- 7730778
- Firm CRD
- 104555