Brady Leatherman
Investment adviser representative at Strategic Advisers LLC
11 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
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMay 2023 to now
- Ted Lanes Inc.May 2022 to Apr 2023
- Golf GalaxyMay 2022 to Aug 2022
- Swim Club Management GroupApr 2021 to Aug 2021
- Interstate Foam and Supply Inc.Jun 2020 to Aug 2020
- FedexMay 2020 to Jun 2020
- University of North Carolina At CharlotteJan 2019 to May 2023
- Hickory Springs Country ClubApr 2018 to Aug 2019
- St.stephens High SchoolAug 2015 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 7750589
- Firm CRD
- 104555