Bradford W. Richardson
STRATEGIC ADVISERS LLC | Financial Consultant
BELLEVUE, WA
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CRD#: 2258239
Professional summary
Bradford William Richardson, CFP®, who also goes by Brad Richardson, Bradford Richardson, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Bellevue, Washington and FIDELITY BROKERAGE SERVICES LLC located in Bellevue, Washington.
Bradford is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Bradford has worked at 12 firms and has passed the Series 66, Series 63, SIE, Series 3, Series 31, Series 7, Series 9, Series 10 and Series 8 exams.
Biography
My role and responsibility at Fidelity Investments is to work individually with a select group of Clients and their families to help them work toward their financial security through a provision of a full range of highly competitive financial products and services. My mission is to know your current situation, goals, future, feelings and family-business dynamics. By knowing you better, we can tailor and customize ideas and suggestions for your consideration.
Question & Answer
What are your service offerings?
Estate Planning
Budgeting
Business Succession Planning
Tax Planning
Investment Planning
Retirement Income Management
Insurance Planning
Education Planning
Long-term Care
Comprehensive Financial Planni...
Retirement Planning
Debt Management
Social Security Planning
Employee and Employer Plan Ben...
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Brad Richardson | Bradford Richardson
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 Bradford William Richardson'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®
CFP®
Start date: 2000
Education
Florida Institute of Technology
Certificate - Financial Planning
2000
University of Pennsylvania
Bachelor of Arts (BA) - Political Science
1981
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 10500 Ne 8th Street Bellevue Place Ste 100, Bellevue, WA 98004-4303RIA
CRD#: 104555
BELLEVUE, WA
Current
October 18, 2018 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 10500 Ne 8th Street-ste 100 Bellevue Place, Bellevue, WA 98004BD
CRD#: 7784
Bellevue, WA
Past
October 23, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
BELLEVUE, WA
Past
January 17, 2017 - March 9, 2018
SCOTTRADE INVESTMENT MANAGEMENT
RIA
CRD#: 169988
SAINT LOUIS, MO
Past
June 4, 2015 - March 9, 2018
SCOTTRADE, INC.
BD
CRD#: 8206
BELLEVUE, WA
Past
May 18, 2011 - May 26, 2015
USAA FINANCIAL PLANNING SERVICES
RIA
CRD#: 106352
NEEDHAM, MA
Past
May 4, 2011 - May 26, 2015
USAA FINANCIAL ADVISORS, INC.
BD
CRD#: 129035
NEEDHAM, MA
Past
September 29, 2010 - March 28, 2011
CHASE INVESTMENT SERVICES CORP.
RIA
CRD#: 25574
TAMPA, FL
Past
September 15, 2010 - March 28, 2011
CHASE INVESTMENT SERVICES CORP.
BD
CRD#: 25574
TAMPA, FL
Past
October 15, 2009 - August 18, 2010
CUSO FINANCIAL SERVICES, L.P.
BD
CRD#: 42132
CHEYENNE, WY
Past
March 30, 2006 - July 7, 2009
RAYMOND JAMES & ASSOCIATES, INC.
RIA
CRD#: 705
ORLANDO, FL
Past
February 24, 2006 - July 7, 2009
RAYMOND JAMES & ASSOCIATES, INC.
BD
CRD#: 705
ORLANDO, FL
Past
February 10, 2003 - March 1, 2006
CHARLES SCHWAB & CO., INC.
RIA
CRD#: 5393
ORLANDO, FL
Past
March 31, 1995 - March 1, 2006
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
WESTLAKE, TX
Past
August 24, 1992 - March 17, 1995
MORGAN STANLEY DW INC.
BD
CRD#: 7556
PURCHASE, NY
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
Alaska(3/7/2022)
RR
Arizona(10/25/2019)
RR
Arkansas(9/7/2023)
RR
California(10/28/2019)
RR
Colorado(4/27/2020)
RR
Florida(10/25/2019)
RR
Georgia(2/12/2021)
RR
Hawaii(4/24/2019)
RR
Idaho(10/18/2018)
RR
Massachusetts(9/29/2023)
RR
Michigan(9/13/2022)
RR
Minnesota(9/29/2023)
RR
Montana(1/3/2025)
RR
Nebraska(3/27/2023)
RR
Nevada(7/19/2024)
RR
New York(3/26/2023)
RR
North Carolina(1/16/2019)
RR
Ohio(12/7/2023)
RR
Oregon(11/28/2018)
RR
Tennessee(3/7/2022)
RR
Texas(6/22/2020)
IAR
Texas(3/31/2025)
RR
Utah(4/23/2020)
RR
Washington(10/18/2018)
IAR
Washington(3/31/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 11/15/1996
General Securities Sales Supervisor Examination (Options Module & General Module)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
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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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Bellevue, WATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
