Braden Watson
Investment adviser representative at Strategic Advisers LLC
11 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
11 years in the industry.
- Strategic Advisers LLCApr 2026 to now
- Fidelity InvestmentsJan 2026 to now
- Pace UniversityMay 2025 to Jan 2026
- Full-time EducationApr 2025 to May 2025
- Chelsea Piers FitnessOct 2023 to Apr 2025
- Pace UniversityMar 2023 to Oct 2023
- Joe & the JuiceJun 2022 to Mar 2023
- Pace UniversityAug 2021 to Jun 2022
- Berkeley Unified School DistrictAug 2015 to Jul 2021
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 8215822
- Firm CRD
- 104555