Braden Michael Coe
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 InvestmentsApr 2026 to now
- UnemployedOct 2025 to Apr 2026
- Osaic Wealth ManagementJul 2025 to Oct 2025
- Evolution Parking & Guest ServicesMay 2025 to Jun 2025
- University of South FloridaAug 2024 to May 2025
- Tampa Yacht & Country ClubMay 2024 to Aug 2024
- University of South FloridaAug 2022 to May 2024
- Lighthouse Point MarinaMay 2022 to Aug 2022
- University of South FloridaAug 2021 to May 2022
- PublixMar 2019 to Aug 2021
- Deerfield Middle/pompano HighschoolJun 2015 to Mar 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 8125489
- Firm CRD
- 104555