Brendan Dineen
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 LLCMar 2025 to now
- Fidelity InvestmentsJul 2024 to now
- Strategies for WealthJun 2023 to Aug 2023
- VansSep 2021 to Jun 2024
- CosimosAug 2021 to May 2022
- Orange County Community CollegeAug 2019 to Aug 2021
- Lee Road Summer CampJul 2019 to Aug 2019
- Cornwall Central High SchoolDec 2018 to Jun 2019
- Peekskill Basketball CampAug 2018 to Aug 2018
- Capri RestaurantMar 2018 to Nov 2018
- Cornwall Central Middle School / Cornwall Central High SchoolJun 2014 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 3 states (NJ, NY, 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
- 7963495
- Firm CRD
- 104555