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Brady Edward Dickson

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.

  1. Strategic Advisers LLCAug 2026 to now
  2. Fidelity InvestmentsJan 2025 to now
  3. WalgreensOct 2024 to Dec 2024
  4. WalgreensAug 2024 to Sep 2024
  5. WalgreensSep 2021 to Jul 2024
  6. Food LionNov 2020 to Sep 2021
  7. East Carolina UniversityAug 2019 to Dec 2023
  8. Northside High SchoolAug 2015 to Jul 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law2025
  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 2 states (NC, 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
8034997
Firm CRD
104555
Advisor's SEC record (opens in a new tab)
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