BH
Brad D. Hanson
STRATEGIC ADVISERS LLC
EVERGREEN, CO
Some features on this profile are disabled
CRD#: 2156399
BH
Professional summary
Brad Donald Hanson, CFA, who also goes by Brad Donald Hanson, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Evergreen, Colorado and FIDELITY BROKERAGE SERVICES LLC located in Greenwood Village, Colorado.
Brad is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1991. Brad has worked at 9 firms and has passed the Series 63, Series 52TO, SIE, Series 7 and Series 53 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Brad Donald Hanson
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Brad Donald Hanson's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039RIA
CRD#: 104555
EVERGREEN, CO
Current
January 8, 2021 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 6501 S Fiddler's Green Circle Ste 300 - 600, Greenwood Village, CO 80111-4932BD
CRD#: 7784
Greenwood Village, CO
Past
January 21, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
GREENWOOD VILLAGE, CO
Past
July 9, 2004 - October 26, 2020
FELTL & COMPANY
BD
CRD#: 6905
MINNETONKA, MN
Past
October 9, 1996 - August 26, 1999
CRONIN & CO., INC.
BD
CRD#: 6996
MINNEAPOLIS, MN
Past
April 7, 1995 - May 17, 1996
U.S. BANCORP INVESTMENTS, INC.
BD
CRD#: 17868
SAINT PAUL, MN
Past
February 2, 1994 - September 27, 1994
VOYAGEUR INVESTMENTS, INC.
BD
CRD#: 22544
Past
January 14, 1993 - January 10, 1994
WELLS FARGO BROKERAGE SERVICES, L.L.C.
BD
CRD#: 16100
MINNEAPOLIS, MN
Past
July 24, 1991 - August 20, 1991
HAYNE, MILLER FINANCIAL, INC.
BD
CRD#: 13849
MINNEAPOLIS, MN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(1/17/2021)
RR
Alaska(1/17/2021)
RR
Arizona(1/17/2021)
RR
Arkansas(1/17/2021)
RR
California(1/17/2021)
RR
Colorado(1/8/2021)
IAR
Colorado(3/31/2025)
RR
Connecticut(1/17/2021)
RR
Delaware(1/17/2021)
RR
District of Columbia(1/17/2021)
RR
Florida(1/17/2021)
RR
Georgia(1/17/2021)
RR
Hawaii(1/17/2021)
RR
Idaho(1/17/2021)
RR
Illinois(1/17/2021)
RR
Indiana(1/17/2021)
RR
Iowa(1/17/2021)
RR
Kansas(1/17/2021)
RR
Kentucky(1/17/2021)
RR
Louisiana(1/17/2021)
RR
Maine(1/17/2021)
RR
Maryland(1/17/2021)
RR
Massachusetts(1/17/2021)
RR
Michigan(1/17/2021)
RR
Minnesota(1/17/2021)
RR
Mississippi(1/17/2021)
RR
Missouri(1/17/2021)
RR
Montana(1/17/2021)
RR
Nebraska(1/17/2021)
RR
Nevada(1/17/2021)
RR
New Hampshire(1/17/2021)
RR
New Jersey(1/17/2021)
RR
New Mexico(1/17/2021)
RR
New York(1/17/2021)
RR
North Carolina(1/17/2021)
RR
North Dakota(1/17/2021)
RR
Ohio(1/18/2021)
RR
Oklahoma(1/17/2021)
RR
Oregon(1/17/2021)
RR
Pennsylvania(1/17/2021)
RR
Puerto Rico(1/17/2021)
RR
Rhode Island(1/17/2021)
RR
South Carolina(1/17/2021)
RR
South Dakota(1/17/2021)
RR
Tennessee(1/17/2021)
RR
Texas(1/17/2021)
IAR
Texas(3/31/2025)
RR
Utah(1/17/2021)
RR
Vermont(1/17/2021)
RR
Virgin Islands(1/17/2021)
RR
Virginia(1/17/2021)
RR
Washington(1/17/2021)
RR
West Virginia(1/17/2021)
RR
Wisconsin(1/17/2021)
RR
Wyoming(1/17/2021)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
