Braden Witham
Investment adviser representative at Strategic Advisers LLC
12 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
12 years in the industry.
- Strategic Advisers LLCMay 2026 to now
- Fidelity InvestmentsApr 2025 to now
- UnemployedJan 2025 to Mar 2025
- Charles Schwab & Co., Inc.Aug 2023 to Dec 2024
- Home DepotMar 2023 to Apr 2023
- TargetOct 2022 to Feb 2023
- UtsaAug 2022 to Sep 2022
- Fedex GroundMay 2021 to Jul 2022
- Natural Bridge CaveSep 2020 to Apr 2021
- Full-time EducationAug 2020 to Jul 2023
- UnemployedMar 2020 to Aug 2020
- Mister Car WashJan 2020 to Feb 2020
- White Water Car WaJan 2018 to Dec 2019
- Full Time EducationJan 2013 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2026
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
- 7750919
- Firm CRD
- 104555