Bradley S. Eisenberg
STRATEGIC ADVISERS LLC | Financial Consultant
WAKE FOREST, NC
Some features on this profile are disabled
CRD#: 4008801
Professional summary
Bradley Scott Eisenberg, CFP®, who also goes by Bradley Scott Eisenberg, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Wake Forest, North Carolina and FIDELITY BROKERAGE SERVICES LLC located in Raleigh, North Carolina.
Bradley is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Bradley has worked at 6 firms and has passed the Series 66, SIE, Series 7, Series 55, Series 62, Series 9 and Series 10 exams.
Biography
Throughout my many years of experience I have learned the importance of understanding my clients' stories, gaining clarity of who is important to them, and have a complete appreciation for not only their needs, but their wants and wishes as well. My goal is to help bring peace of mind to each individual I work with, so they can focus on what is truly important to them throughout retirement.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Bradley Scott Eisenberg
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 Bradley Scott Eisenberg'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®
Education
Florida State University
Bachelor of Science (BS) - Communications
1999
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 4509 Creedmoor Rd Suite 101, Raleigh, NC 27612-3859RIA
CRD#: 104555
WAKE FOREST, NC
Current
June 16, 2020 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 4509 Creedmoor Road Suite 101, Raleigh, NC 27612BD
CRD#: 7784
Raleigh, NC
Past
June 18, 2020 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
RALEIGH, NC
Past
June 6, 2017 - May 13, 2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
RIA
CRD#: 20472
Durham, NC
Past
June 6, 2017 - May 13, 2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
BD
CRD#: 20472
Durham, NC
Past
October 14, 2014 - June 5, 2017
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
DURHAM, NC
Past
June 13, 2014 - May 30, 2017
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
DURHAM, NC
Past
December 17, 2013 - January 21, 2014
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
DEERFIELD, IL
Past
July 16, 2013 - January 21, 2014
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
DEERFIELD, IL
Past
December 15, 2005 - October 10, 2007
GREAT POINT CAPITAL LLC
BD
CRD#: 114203
CHICAGO, IL
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
California(6/11/2021)
RR
Connecticut(7/27/2023)
RR
Delaware(9/29/2023)
RR
Florida(6/16/2020)
RR
Georgia(6/16/2020)
RR
Illinois(6/16/2020)
RR
Iowa(3/1/2024)
RR
Massachusetts(12/1/2021)
RR
Michigan(1/3/2025)
RR
Montana(2/1/2022)
RR
New Jersey(3/22/2024)
RR
New York(2/12/2021)
RR
North Carolina(6/16/2020)
IAR
North Carolina(3/31/2025)
RR
Oklahoma(5/3/2024)
RR
South Carolina(6/16/2020)
RR
Texas(3/21/2022)
IAR
Texas(3/31/2025)
RR
Utah(12/11/2024)
RR
Virginia(6/16/2020)
RR
Wisconsin(6/24/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 1/5/2006
Limited Representative-Equity Trader ExamGeneral Industry/Product Exam
RR
Series 62
Date: 12/14/2005
Corporate Securities Limited Representative ExaminationPrincipal/Supervisory 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.
Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Wake Forest, NCTRUST BUT VERIFY
Monitor Bradley Eisenberg
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
