Bree Gossaye
Professional summary
Bree Gossaye, who also goes by Beirut Gossaye, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Centennial, Colorado and FIDELITY BROKERAGE SERVICES LLC located in Greenwood Village, Colorado.
Bree is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Bree has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 53, Series 4 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Bree Gossaye's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 23, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039August 16, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 6501 S Fiddler's Green Circle Ste 300 - 600, Greenwood Village, CO 80111-4932March 31, 2025 - June 20, 2025
STRATEGIC ADVISERS LLC
September 8, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
July 14, 2016 - August 12, 2021
WELLS FARGO CLEARING SERVICES, LLC
July 14, 2016 - August 12, 2021
WELLS FARGO CLEARING SERVICES, LLC
November 13, 2013 - May 31, 2016
MSI FINANCIAL SERVICES, INC.
November 13, 2013 - January 2, 2015
NEW ENGLAND SECURITIES
November 13, 2013 - May 31, 2016
MSI FINANCIAL SERVICES, INC.
November 13, 2013 - May 31, 2016
METLIFE INVESTORS DISTRIBUTION COMPANY
January 13, 2012 - November 4, 2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
August 19, 2010 - November 4, 2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
March 3, 2008 - July 26, 2010
LPL FINANCIAL LLC
March 10, 2006 - February 26, 2008
E*TRADE 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.
Highlighted states indicate IAR registrations
(6/23/2025)
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.
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