Brad M. Napoli
STRATEGIC ADVISERS LLC | Financial Consultant
MOUNT LAUREL, NJ
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CRD#: 4653288
Professional summary
Brad Matthew Napoli, who also goes by Brad Napoli, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Mount Laurel, New Jersey and FIDELITY BROKERAGE SERVICES LLC located in Marlton, New Jersey.
Brad is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Brad has worked at 7 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.
Biography
I strive to understand my clients personally and professionally and work together to work towards reaching financial goals with confidence.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Brad Napoli
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.
OBA-13869|OrgNmn:BOI Property Group, LLC|Org Addr:Mount Laur,New Jersey,US|OBA Nature:Rental Property|Invst Rel:Y|Title:Owner|Duties:Own the property and collect rent.|StrtDt:02-07-08|TotHrs/mon:5|TrdHrs/mon:0|OBA-13870|OrgNmn:Amare Global|Org Addr:Mount Laur,New Jersey,US|OBA Nature:Network Marketing / Direct Sal|Invst Rel:N|Title:Wellness Partner|Duties:This is my wifes business but I do help her out with Presentations and helping out with the team.|StrtDt:02-27-18|TotHrs/mon:5|TrdHrs/mon:0|OBA-107529|OrgNmn:Ilopan Property Group LLC|Org Addr:Mount Laur,New Jersey,US|OBA Nature:Real Estate Investments|Invst Rel:Y|Title:Director|Duties:Managed Investment Properties|StrtDt:|TotHrs/mon:3|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Brad Matthew Napoli'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®
NoneEducation
James Madison University
Bachelor of Clinical Science - Integrated Science and Technology
1998
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 501 Route 73 South Suite N, Marlton, NJ 08053RIA
CRD#: 104555
MOUNT LAUREL, NJ
Current
October 17, 2019 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 501 Route 73 South Suite N, Marlton, NJ 08053BD
CRD#: 7784
Marlton, NJ
Past
November 1, 2019 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
MARLTON, NJ
Past
December 15, 2010 - September 17, 2019
BLACKROCK FINANCIAL MANAGEMENT, INC
RIA
CRD#: 107105
Princeton, NJ
Past
December 15, 2010 - September 17, 2019
BLACKROCK INVESTMENTS, LLC
BD
CRD#: 38642
PRINCETON, NJ
Past
February 3, 2006 - July 2, 2010
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
MT. LAUREL, NJ
Past
February 3, 2006 - July 2, 2010
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
MT. LAUREL, NJ
Past
August 25, 2005 - February 6, 2006
MORGAN STANLEY DW INC.
RIA
CRD#: 7556
MOUNT LAUREL, NJ
Past
June 11, 2003 - February 6, 2006
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
California(10/9/2020)
RR
Colorado(10/8/2021)
RR
Delaware(3/4/2022)
RR
Florida(2/12/2021)
RR
Georgia(3/4/2022)
RR
Hawaii(4/22/2024)
RR
Maryland(3/12/2021)
RR
Massachusetts(2/12/2021)
RR
New Hampshire(10/8/2021)
RR
New Jersey(10/17/2019)
IAR
New Jersey(3/31/2025)
RR
New York(2/12/2021)
RR
North Carolina(3/12/2021)
RR
Ohio(7/22/2024)
RR
Oklahoma(3/19/2024)
RR
Pennsylvania(10/17/2019)
RR
South Carolina(3/4/2022)
RR
Texas(3/4/2022)
IAR
Texas(3/31/2025)
RR
Virginia(3/12/2021)
RR
Washington(2/12/2021)
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
Financial ConsultantCRD#: 104555Mount Laurel, NJTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
