Brielle A Orsmond
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 LLCAug 2026 to now
- Fidelity InvestmentsJan 2026 to now
- Nylife Securities LLCDec 2025 to Dec 2025
- New York Life Insurance CompanyJun 2025 to Dec 2025
- Nilsine Partners LLCMay 2024 to Nov 2024
- Sigma Kappa SororityDec 2022 to Dec 2023
- University of ArizonaMay 2021 to Jul 2025
- Lifetime Fitness IncMay 2021 to Jun 2023
- Kudu Roofing LLCMay 2018 to Jun 2018
- Valor Christian High SchoolMay 2017 to May 2021
- Ranch View Middle SchoolMay 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 8073815
- Firm CRD
- 104555