Justin Max Brenner
Investment adviser representative at Strategic Advisers LLC
13 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
13 years in the industry.
- Strategic Advisers LLCDec 2025 to now
- Fidelity InvestmentsAug 2024 to now
- The Ohio State UniversityAug 2023 to Aug 2024
- BurlingtonJun 2023 to Aug 2023
- The Ohio State UniversityAug 2022 to Jun 2023
- Ethyl and TankAug 2022 to Feb 2023
- LifetimeJun 2022 to Aug 2022
- RBC Capital MarketsJun 2022 to Aug 2022
- The Ohio State UniversityAug 2021 to Jun 2022
- RBC Capital MarketsJun 2021 to Aug 2021
- The Ohio State UniversityJun 2020 to Jun 2021
- CutcoApr 2020 to Jun 2020
- Somerville HsAug 2019 to Apr 2020
- YogiboNov 2018 to Aug 2019
- Somerville HsJun 2013 to Nov 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 2 states (NJ, 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
- 7974925
- Firm CRD
- 104555