Bradley L. Wallace
Investment adviser representative at Strategic Advisers LLC
21 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
21 years in the industry.
- Strategic Advisers LLCSep 2025 to now
- Fidelity InvestmentsJun 2024 to now
- Orono School Dept.Sep 2023 to Dec 2023
- UnemployedAug 2023 to Jun 2024
- Purdy Powers & Co.Jun 2023 to Aug 2023
- South Portland School Dept.May 2023 to Dec 2023
- TD BankJun 2022 to Aug 2022
- Westbrook School Dept.Dec 2021 to Dec 2023
- Revolution Field StrategiesJul 2021 to May 2022
- Puritan Medical ProductsMay 2021 to Jul 2021
- UnemployedAug 2020 to May 2021
- Market BasketJul 2020 to Aug 2020
- UnemployedAug 2005 to Jul 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NH, 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
- 7948337
- Firm CRD
- 104555