Brandon John Poole
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 LLCJul 2026 to now
- Fidelity InvestmentsJun 2025 to now
- Verizon WirelessNov 2019 to Jun 2025
- Utah State UniversiAug 2019 to Nov 2019
- Young AutomotiveJul 2019 to Aug 2019
- VivintAug 2018 to Jul 2019
- Axe ArenaJun 2018 to Aug 2018
- Simply MacNov 2017 to Apr 2018
- Salt Lake Community CollegeAug 2017 to Sep 2018
- Ifs360Jun 2017 to Aug 2017
- Church of Jesus Christ of Latter-day SaintsJun 2015 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
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
- 8116658
- Firm CRD
- 104555