Brandon L. Enriquez
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
LAKE ELMO, MN
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CRD#: 4142440
Professional summary
Brandon L Enriquez, who also goes by Brandon Lyle Enriquez, Brandon Lyle Olson, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Lake Elmo, Minnesota and FIDELITY BROKERAGE SERVICES LLC located in Edina, Minnesota.
Brandon is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Brandon has worked at 11 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.
Biography
After 20 years of experience in financial services I continue to be passionate about building strong relationships with my clients, as well as comprehensive wealth and investment strategies. Through a collaborative effort, I'm committed to identifying risks and helping clients create strategies to mitigate those concerns. This begins with a deep understanding of your goals and preferences and evolves into a partnership where you have an ally that cares about your financial success.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Brandon Lyle Enriquez | Brandon Lyle Olson
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#: 70120 | Org Name:Dynarii | Org Addr:Minneapolis, MN, US | Nature of Bus:Sports Cards / Collectables | Invst Rel:N | Title:Partner | Duties:Listing products on website Participating in Podcast Talking about future business strategy | Start Dt:03/04/2021 | Total Hrs p/m:20 | Sec Trdng Hrs p/m:0
CRS (Client Relationship Summary) - RIA
Click below to view Brandon L Enriquez'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®
NoneExperience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 7740 France Ave South, Edina, MN 55435-5847RIA
CRD#: 104555
LAKE ELMO, MN
Current
January 4, 2013 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 7740 France Ave South, Edina, MN 55435-5847BD
CRD#: 7784
Edina, MN
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
EDINA, MN
Past
December 3, 2013 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
EDINA, MN
Past
June 13, 2008 - December 21, 2012
TRANSAMERICA FINANCIAL ADVISORS, LLC
RIA
CRD#: 16164
ST. PAUL, MN
Past
June 13, 2008 - December 21, 2012
TRANSAMERICA FINANCIAL ADVISORS, LLC
BD
CRD#: 16164
ST. PAUL, MN
Past
August 20, 2004 - December 18, 2007
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
MINNEAPOLIS, MN
Past
August 20, 2004 - December 18, 2007
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
MINNEAPOLIS, MN
Past
May 4, 2004 - September 9, 2004
CITIGROUP GLOBAL MARKETS INC.
RIA
CRD#: 7059
LAS VEGAS, NV
Past
May 4, 2004 - September 9, 2004
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
NEW YORK, NY
Past
August 11, 2003 - October 17, 2003
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
ST. LOUIS, MO
Past
February 25, 2002 - June 17, 2003
WADDELL & REED
RIA
CRD#: 866
BLOOMINGTON, MN
Past
January 29, 2002 - June 17, 2003
WADDELL & REED
BD
CRD#: 866
OVERLAND PARK, KS
Past
February 15, 2001 - September 5, 2001
RBC CAPITAL MARKETS, LLC
BD
CRD#: 31194
NEW YORK, NY
Past
March 10, 2000 - November 24, 2000
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
March 10, 2000 - November 24, 2000
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
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
Arizona(1/4/2013)
RR
Arkansas(9/29/2023)
RR
California(1/5/2018)
RR
Colorado(1/5/2024)
RR
Connecticut(7/19/2024)
RR
Florida(1/4/2013)
RR
Georgia(1/5/2018)
RR
Idaho(10/8/2018)
RR
Illinois(4/16/2020)
RR
Indiana(8/8/2020)
RR
Iowa(1/4/2013)
RR
Kansas(3/29/2017)
RR
Maryland(10/8/2021)
RR
Massachusetts(11/7/2019)
RR
Minnesota(1/4/2013)
IAR
Minnesota(3/31/2025)
RR
Montana(6/5/2017)
RR
Nebraska(3/25/2023)
RR
Nevada(1/5/2018)
RR
New Jersey(11/7/2019)
RR
Ohio(9/12/2022)
RR
Pennsylvania(11/7/2019)
RR
South Carolina(3/25/2023)
RR
South Dakota(7/25/2013)
RR
Tennessee(1/25/2023)
RR
Texas(1/4/2013)
IAR
Texas(3/31/2025)
RR
Vermont(9/9/2022)
RR
Virginia(1/3/2025)
RR
Washington(4/23/2020)
RR
Wisconsin(1/4/2013)
RR
Wyoming(6/4/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product 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
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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.
Company Information
STRATEGIC ADVISERS LLC
Vice President, Financial ConsultantCRD#: 104555Lake Elmo, MNTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
