BB
Brian C. Biehn
STRATEGIC ADVISERS LLC
PORT ST. LUCIE, FL
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CRD#: 4032164
BB
Professional summary
Brian C Biehn, CFP®, who also goes by Brian C Biehn, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Port St. Lucie, Florida and FIDELITY BROKERAGE SERVICES LLC located in Salt Lake City, Utah.
Brian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Brian has worked at 5 firms and has passed the Series 63, Series 66, SIE, Series 7, Series 10 and Series 9 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Brian C Biehn
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.
OAA#: 45063 | Org Name:B Squared Financial Planning | Org Addr:Boca Raton, FL, US | Nature of Bus:Providing education to financial professionals | Invst Rel:N | Title:Instructor | Duties:Teach CFP courses | Start Dt:08/10/2016 | Total Hrs p/m:40 | Sec Trdng Hrs p/m:0
CRS (Client Relationship Summary) - RIA
Click below to view Brian C Biehn'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
July 22, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 49 North 400 West, Salt Lake City, UT 84101RIA
CRD#: 104555
PORT ST. LUCIE, FL
Current
September 30, 2009 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 49 North 400 West, Salt Lake City, UT 84101BD
CRD#: 7784
Salt Lake City, UT
Past
March 31, 2025 - July 17, 2025
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
KAYSVILLE, UT
Past
January 17, 2023 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
KAYSVILLE, UT
Past
July 13, 2018 - January 16, 2023
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
KAYSVILLE, UT
Past
April 26, 2010 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
LAYTON, UT
Past
July 13, 2009 - August 12, 2009
CHASE INVESTMENT SERVICES CORP.
RIA
CRD#: 25574
LAS VEGAS, NV
Past
July 10, 2009 - August 12, 2009
CHASE INVESTMENT SERVICES CORP.
BD
CRD#: 25574
LAS VEGAS, NV
Past
October 30, 2007 - July 14, 2009
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
MARLBOROUGH, MA
Past
April 15, 2005 - October 30, 2007
FIDELITY DISTRIBUTORS COMPANY LLC
BD
CRD#: 17507
SALT LAKE CITY, UT
Past
January 14, 2003 - July 14, 2009
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
SPRING, TX
Past
December 7, 1999 - April 21, 2005
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
SMITHFIELD, RI
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(4/28/2025)
RR
Alaska(4/28/2025)
RR
Arizona(4/28/2025)
RR
Arkansas(4/28/2025)
RR
California(4/28/2025)
RR
Colorado(4/28/2025)
RR
Connecticut(4/28/2025)
RR
Delaware(4/28/2025)
RR
District of Columbia(4/28/2025)
RR
Florida(4/28/2025)
IAR
Florida(7/22/2025)
RR
Georgia(4/28/2025)
RR
Hawaii(4/28/2025)
RR
Idaho(4/28/2025)
RR
Illinois(4/28/2025)
RR
Indiana(4/28/2025)
RR
Iowa(4/28/2025)
RR
Kansas(4/28/2025)
RR
Kentucky(4/28/2025)
RR
Louisiana(4/28/2025)
RR
Maine(4/28/2025)
RR
Maryland(4/28/2025)
RR
Massachusetts(4/28/2025)
RR
Michigan(4/28/2025)
RR
Minnesota(4/28/2025)
RR
Mississippi(4/28/2025)
RR
Missouri(4/28/2025)
RR
Montana(4/28/2025)
RR
Nebraska(4/28/2025)
RR
Nevada(4/28/2025)
RR
New Hampshire(4/28/2025)
RR
New Jersey(4/28/2025)
RR
New Mexico(4/28/2025)
RR
New York(4/28/2025)
RR
North Carolina(4/28/2025)
RR
North Dakota(4/28/2025)
RR
Ohio(4/29/2025)
RR
Oklahoma(4/28/2025)
RR
Oregon(4/28/2025)
RR
Pennsylvania(4/28/2025)
RR
Puerto Rico(4/28/2025)
RR
Rhode Island(4/28/2025)
RR
South Carolina(4/28/2025)
RR
South Dakota(4/28/2025)
RR
Tennessee(4/28/2025)
RR
Texas(4/28/2025)
RR
Utah(5/3/2024)
RR
Vermont(4/28/2025)
RR
Virgin Islands(4/28/2025)
RR
Virginia(4/28/2025)
RR
Washington(4/28/2025)
RR
West Virginia(4/28/2025)
RR
Wisconsin(4/28/2025)
RR
Wyoming(4/28/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/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
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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
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.
