Brady Joseph Haraden
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 LLCOct 2025 to now
- Fidelity InvestmentsSep 2025 to now
- Charles Schwab & Co., IncJun 2024 to Aug 2025
- Hartwick CollegeAug 2023 to Jun 2024
- Mohawk ChevroletMay 2023 to Aug 2023
- Hartwick CollegeAug 2022 to May 2023
- Cleverdale Country StoreMay 2022 to Aug 2022
- Hartwick CollegeAug 2021 to May 2022
- Cleverdale Country StoreJul 2021 to Aug 2021
- Mohawk ChevroletMay 2021 to Jul 2021
- Hartwick CollegeAug 2020 to May 2021
- Mohawk ChevroletMay 2020 to Aug 2020
- Ballston SPA High SchoolSep 2019 to May 2020
- Mohawk HondaMay 2019 to Sep 2019
- Ballston SPA High SchoolOct 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (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
- 7940346
- Firm CRD
- 104555