Brian M. Motz
Professional summary
Brian Michael Motz, who also goes by Brian M Motz, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Hartland, Wisconsin and FIDELITY BROKERAGE SERVICES LLC located in Westlake, Texas.
Brian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Brian has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Brian Michael Motz's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
October 27, 2015 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: One Destiny Way, Westlake, TX 76262December 23, 2019 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
July 13, 2018 - December 20, 2019
FIDELITY PERSONAL AND WORKPLACE ADVISORS
October 29, 2015 - July 13, 2018
STRATEGIC ADVISERS LLC
February 11, 2015 - October 6, 2015
PNC CAPITAL ADVISORS LLC
November 20, 2014 - October 2, 2015
FORESIDE DISTRIBUTION SOLUTIONS, LLC
July 8, 2008 - June 18, 2009
PARK AVENUE SECURITIES LLC
June 26, 2008 - June 18, 2009
PARK AVENUE SECURITIES LLC
May 4, 2007 - June 24, 2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
February 5, 2007 - June 24, 2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
March 24, 2005 - January 8, 2007
NYLIFE SECURITIES LLC
Primary Firm SEC Registration
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/6/2017)
(3/24/2020)
(1/6/2017)
(1/6/2017)
(3/24/2020)
(1/6/2017)
(1/6/2023)
(10/27/2015)
(1/6/2023)
(10/27/2015)
(1/6/2017)
(1/6/2023)
(1/6/2017)
(1/6/2017)
(12/16/2015)
(1/6/2017)
(10/27/2015)
(1/6/2017)
(1/6/2017)
(1/6/2017)
(1/6/2017)
(1/6/2023)
(3/31/2025)
Exams
FINRA
New York Stock Exchange
Current Firm
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
Contact information
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.
