Brady Michial Gerritson
Investment adviser representative at Strategic Advisers LLC
12 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
12 years in the industry.
- Strategic Advisers LLCAug 2026 to now
- Fidelity InvestmentsJun 2025 to now
- Bci BurkeMay 2024 to Aug 2024
- J F Ahern CoMay 2023 to Aug 2023
- Mercury MarineJun 2022 to Aug 2022
- University of Wisconsin MadisonSep 2021 to Jun 2025
- City of Fond Du LacJun 2021 to Aug 2021
- WalmartJun 2020 to Sep 2020
- Fondy Sports ParkJun 2019 to Aug 2019
- Waupun High SchoolSep 2015 to Jun 2021
- Self EmployedAug 2015 to Feb 2020
- Helens KitchenOct 2014 to Mar 2020
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 (TX, WI).
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
- 8115758
- Firm CRD
- 104555