Brooke A. Pack
Professional summary
Brooke A Pack, CFP®, who also goes by Brooke Ashley Kitchen, Brooke Ashley Pack, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Thompsons Station, Tennessee and FIDELITY BROKERAGE SERVICES LLC located in Franklin, Tennessee.
Brooke is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Brooke has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6, Series 9 and Series 10 exams.
Biography
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Brooke A Pack's CRS (Customer Relationship Summary).
Certified licenses
Education
University of Colorado Denver
Bachelor of Business Administration and Management - Business Management
2011
Experience
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 4031 Aspen Grove Dr Suite 490, Franklin, TN 37067-2939February 10, 2015 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 4031 Aspen Grove Drive Suite 490, Franklin, TN 37067July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
February 13, 2015 - July 13, 2018
STRATEGIC ADVISERS LLC
May 29, 2014 - February 10, 2015
UBS FINANCIAL SERVICES INC.
May 28, 2014 - February 10, 2015
UBS FINANCIAL SERVICES INC.
August 21, 2012 - May 5, 2014
STRATEGIC ADVISERS LLC
July 19, 2012 - May 2, 2014
FIDELITY BROKERAGE SERVICES LLC
June 11, 2009 - March 15, 2011
STRATEGIC ADVISERS LLC
September 6, 2007 - March 14, 2011
FIDELITY BROKERAGE SERVICES LLC
December 1, 2006 - August 24, 2007
CHASE INVESTMENT SERVICES CORP.
August 9, 2005 - December 1, 2006
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.
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
(2/10/2015)
(7/8/2022)
(3/29/2024)
(11/25/2024)
(1/7/2025)
(2/10/2015)
(12/12/2024)
(6/3/2025)
(1/8/2019)
(2/10/2015)
(5/3/2024)
(10/2/2023)
(4/23/2020)
(1/15/2025)
(8/8/2022)
(2/10/2023)
(5/3/2024)
(7/10/2023)
(1/4/2019)
(9/12/2022)
(3/2/2024)
(7/25/2024)
(5/3/2021)
(2/10/2015)
(3/31/2025)
(3/29/2024)
(3/31/2025)
(11/21/2022)
(6/13/2019)
(10/2/2023)
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.
Company Information
STRATEGIC ADVISERS LLC
Vice President, Wealth PlannerCRD#: 104555Thompsons Station, TNTRUST BUT VERIFY
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