Brendan Charles Marshall
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 InvestmentsMay 2025 to now
- The Saint Andrew's Golf ClubJun 2024 to Apr 2025
- Manhattan College Events ServicesAug 2021 to Aug 2024
- The Office of the Former PresidentApr 2021 to Aug 2021
- UnemployedSep 2019 to Apr 2021
- Lake Compounce Amusement ParkMay 2019 to Aug 2019
- UnemployedApr 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (CT, 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
- 8069065
- Firm CRD
- 104555