Briana Armstrong
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Strategic Advisers LLCMar 2026 to now
- Fidelity InvestmentsNov 2025 to now
- UnemployedOct 2025 to Nov 2025
- PrestigeJul 2025 to Sep 2025
- Johnson BrothersJul 2025 to Jul 2025
- UnemployedMar 2025 to Jun 2025
- Travel + LeisureMar 2023 to Sep 2023
- Summit MediaAug 2022 to Feb 2023
- Beverage Control, Inc.Feb 2021 to Aug 2022
- Sammy's Beach Bar Rum - Sammy Hagar BrandsAug 2017 to Jan 2021
- Southern Glazer's Wine and SpiritsFeb 2016 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (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
- 8190046
- Firm CRD
- 104555