Brendan Mccafferty
Investment adviser representative at Strategic Advisers LLC
12 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
12 years in the industry.
- Strategic Advisers LLCSep 2025 to now
- Fidelity InvestmentsJul 2024 to now
- UnemployedJun 2024 to Jul 2024
- College StudentDec 2023 to May 2024
- Morgan StanleyJul 2023 to Aug 2023
- Dunkin DonutsJun 2023 to Aug 2023
- Firefly's BarbecueJun 2023 to Aug 2023
- Boro Bros LandscapingJun 2022 to Aug 2022
- Insight GlobalAug 2021 to Aug 2021
- MindsetgoApr 2021 to Aug 2021
- DoordashApr 2020 to Jul 2024
- New England Baseball ComplexMar 2018 to Aug 2020
- StudentJul 2014 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 3 states (MA, RI, 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
- 7793523
- Firm CRD
- 104555