Brett M. Hasenecz
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
RAMSEY, NJ
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CRD#: 4743905
Professional summary
Brett M. Hasenecz, CFP®, who also goes by Brett Matthew Hasenecz, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Ramsey, New Jersey and FIDELITY BROKERAGE SERVICES LLC located in Paramus, New Jersey.
Brett is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Brett has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Biography
One of my core business beliefs is that failing to plan is planning to fail. During my 17 plus years in the financial services industry it has been a cornerstone in my process. That is why I work with high net worth individuals and business owners to partner in developing and creating their financial plan. I do this using a personalized approach and process to put the client in a position to reach for their goals.
Question & Answer
What are your service offerings?
Tax Planning
Retirement Planning
Comprehensive Financial Planni...
Estate Planning
Insurance Planning
Education Planning
Investment Planning
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
Brett Matthew Hasenecz
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 Brett M. Hasenecz'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: 2011
Education
University of Delaware
Bachelor of Science (BS) - Economics
2002
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 396 North Route 17, Paramus, NJ 07652-2907RIA
CRD#: 104555
RAMSEY, NJ
Current
June 25, 2009 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 396 North Route 17, Paramus, NJ 07652BD
CRD#: 7784
PARAMUS, NJ
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
RAMSEY, NJ
Past
August 27, 2009 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
PARAMUS, NJ
Past
June 5, 2008 - June 1, 2009
BANC OF AMERICA INVESTMENT SERVICES, INC.
RIA
CRD#: 16361
FORT LEE, NJ
Past
November 16, 2007 - June 1, 2009
BANC OF AMERICA INVESTMENT SERVICES, INC.
BD
CRD#: 16361
FORT LEE, NJ
Past
January 21, 2004 - November 26, 2007
FORESTERS FINANCIAL SERVICES, INC.
BD
CRD#: 305
FAIRFIELD, NJ
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(4/23/2020)
RR
Arizona(3/12/2021)
RR
California(1/2/2015)
RR
Colorado(4/23/2020)
RR
Connecticut(4/23/2020)
RR
Delaware(1/4/2019)
RR
District of Columbia(4/23/2020)
RR
Florida(6/25/2009)
RR
Georgia(4/23/2020)
RR
Illinois(11/16/2011)
RR
Kentucky(6/4/2021)
RR
Louisiana(4/23/2020)
RR
Maryland(10/8/2021)
RR
Massachusetts(1/3/2014)
RR
New Hampshire(5/19/2023)
RR
New Jersey(6/25/2009)
IAR
New Jersey(3/31/2025)
RR
New Mexico(9/13/2024)
RR
New York(6/25/2009)
RR
North Carolina(1/6/2014)
RR
Ohio(4/24/2020)
RR
Pennsylvania(6/25/2009)
RR
South Carolina(1/5/2010)
RR
Tennessee(8/8/2020)
RR
Texas(4/23/2020)
IAR
Texas(3/31/2025)
RR
Utah(3/25/2023)
RR
Vermont(7/8/2022)
RR
Virginia(1/3/2014)
RR
Washington(9/25/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product 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
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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
Vice President, Financial ConsultantCRD#: 104555Ramsey, NJTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
