Braden Ari Fass
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 LLCJun 2026 to now
- Fidelity InvestmentsJan 2026 to now
- Osteria AmoreJun 2025 to Dec 2025
- UnemployedSep 2024 to Jun 2025
- C3m Power SystemsMay 2024 to Sep 2024
- UnemployedApr 2024 to May 2024
- Dominion DiagnosticFeb 2023 to Apr 2024
- Salt Lake City Jewish Community CenterSep 2022 to Feb 2023
- Nantucket Yard GuardMay 2022 to Aug 2022
- Atlas Advocacy ServicesJan 2022 to Apr 2022
- UnemployedJun 2021 to Dec 2021
- White Dog FarmAug 2020 to May 2021
- Golden Sun Chinese RestaurantAug 2015 to Aug 2020
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
- 8215521
- Firm CRD
- 104555