Brian A. Vetrovec
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
OREGON, WI
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CRD#: 5056257
Professional summary
Brian Albert Vetrovec, CFP®, who also goes by Brian Albert Vetrovec, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Oregon, Wisconsin and FIDELITY BROKERAGE SERVICES LLC located in Middleton, Wisconsin.
Brian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Brian has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Biography
I partner with high net worth clients to understand their priorities, unique wants, and needs. We co-create strategies through comprehensive financial planning tailored to work toward their unique lifestyle and legacy goals. Integrity, passion, and trust are critical to the relationship and allows me to present ideas focused on what's most important for my clients.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Brian Albert Vetrovec
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 Brian Albert Vetrovec'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®
Education
University of North Texas
Bachelor of Business Studies (BBS) - Finance
2006
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 8235 Greenway Blvd, Middleton, WI 53562-3581RIA
CRD#: 104555
OREGON, WI
Current
September 13, 2011 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 8235 Greenway Blvd, Middleton, WI 53562-3581BD
CRD#: 7784
Middleton, WI
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
MIDDLETON, WI
Past
September 14, 2011 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
MIDDLETON, WI
Past
June 7, 2011 - August 30, 2011
LPL FINANCIAL LLC
RIA
CRD#: 6413
DALLAS, TX
Past
June 7, 2011 - August 30, 2011
LPL FINANCIAL LLC
BD
CRD#: 6413
DALLAS, TX
Past
August 4, 2010 - April 4, 2011
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
WESTLAKE, TX
Past
January 9, 2008 - January 1, 2008
FIDELITY DISTRIBUTORS COMPANY LLC
BD
CRD#: 17507
WESTLAKE, TX
Past
January 1, 2008 - April 1, 2011
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
WESTLAKE, TX
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(7/31/2020)
RR
Arkansas(3/10/2025)
RR
California(10/9/2020)
RR
Colorado(10/9/2020)
RR
District of Columbia(10/8/2021)
RR
Florida(7/31/2020)
RR
Georgia(1/14/2022)
RR
Illinois(9/13/2011)
RR
Indiana(9/30/2022)
RR
Iowa(7/31/2020)
RR
Maryland(4/9/2021)
RR
Massachusetts(10/8/2021)
RR
Minnesota(9/13/2011)
RR
Nebraska(7/17/2025)
RR
New York(10/9/2020)
RR
Oregon(8/13/2021)
RR
Tennessee(3/7/2022)
RR
Texas(9/13/2011)
IAR
Texas(3/31/2025)
RR
Washington(10/8/2021)
RR
Wisconsin(9/13/2011)
IAR
Wisconsin(3/31/2025)
Exams
State Security Law Exam
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
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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#: 104555Oregon, WITRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
