Brandon L. Decastro

STRATEGIC ADVISERS LLC

UNIONTOWN, OH

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CRD#: 5552011

Professional summary

Brandon Lee Decastro, who also goes by Brandon L Decastro, Brandon Lee Decastro, Brandon Decastro, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Uniontown, Ohio and FIDELITY BROKERAGE SERVICES LLC located in Jacksonville, Florida.

Brandon is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Brandon has worked at 13 firms and has passed the Series 63, Series 66, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brandon L Decastro | Brandon Lee Decastro | Brandon Decastro

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brandon Lee Decastro's CRS (Customer Relationship Summary).

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®

None

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

UNIONTOWN, OH

Current

March 17, 2022 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 4671 Town Center Pkwy, Jacksonville, FL 32246

CRD#: 7784

Jacksonville, FL

Past

March 25, 2022 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

UNIONTOWN, OH

Past

May 5, 2021 - November 4, 2021

CETERA ADVISORS LLC

CRD#: 10299

AKRON, OH

Past

April 16, 2021 - November 4, 2021

CETERA ADVISORS LLC

RIA

CRD#: 10299

AKRON, OH

Past

August 17, 2018 - March 16, 2021

T.T.G. FINANCIAL, INC.

RIA

CRD#: 129004

CANTON, OH

Past

September 21, 2015 - August 20, 2018

KEY INVESTMENT SERVICES LLC

RIA

CRD#: 136300

HARTVILLE, OH

Past

September 21, 2015 - August 20, 2018

KEY INVESTMENT SERVICES LLC

CRD#: 136300

HARTVILLE, OH

Past

March 16, 2015 - September 18, 2015

ALLSTATE FINANCIAL ADVISORS, LLC

RIA

CRD#: 109524

ALLIANCE, OH

Past

March 16, 2015 - September 18, 2015

ALLSTATE FINANCIAL SERVICES, LLC

CRD#: 18272

ALLIANCE, OH

Past

April 3, 2013 - March 11, 2015

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

RANDOLPH, OH

Past

April 3, 2013 - March 11, 2015

J.P. MORGAN SECURITIES LLC

CRD#: 79

RANDOLPH, OH

Past

January 20, 2010 - April 18, 2013

FIRSTMERIT ADVISORS, INC.

RIA

CRD#: 125249

AKRON, OH

Past

January 14, 2010 - April 18, 2013

FIRSTMERIT FINANCIAL SERVICES, INC

CRD#: 149680

AKRON, OH

Past

March 26, 2009 - January 14, 2010

INVEST FINANCIAL CORPORATION

CRD#: 12984

AKRON, OH

Past

July 23, 2008 - March 27, 2009

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

CUYAHOGA FALLS, OH

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".

STRATEGIC ADVISERS LLC

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.

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

Alabama
(4/26/2022)

Alaska
(3/22/2022)

Arizona
(3/25/2022)

Arkansas
(3/21/2022)

California
(3/18/2022)

Colorado
(3/21/2022)

Connecticut
(3/18/2022)

Delaware
(3/30/2022)

District of Columbia
(3/30/2022)

Florida
(3/21/2022)

Georgia
(3/21/2022)

Hawaii
(3/21/2022)

Idaho
(3/18/2022)

Illinois
(3/23/2022)

Indiana
(3/23/2022)

Iowa
(3/21/2022)

Kansas
(3/18/2022)

Kentucky
(3/23/2022)

Louisiana
(3/21/2022)

Maine
(3/18/2022)

Maryland
(3/18/2022)

Massachusetts
(3/21/2022)

Michigan
(3/22/2022)

Minnesota
(3/18/2022)

Mississippi
(3/18/2022)

Missouri
(3/18/2022)

Montana
(3/18/2022)

Nebraska
(4/19/2022)

Nevada
(4/12/2022)

New Hampshire
(3/29/2022)

New Jersey
(4/21/2022)

New Mexico
(3/21/2022)

New York
(3/21/2022)

North Carolina
(3/21/2022)

North Dakota
(3/22/2022)

Ohio
(3/18/2022)

IAR

Ohio
(3/31/2025)

Oklahoma
(3/21/2022)

Oregon
(3/21/2022)

Pennsylvania
(3/18/2022)

Puerto Rico
(3/28/2022)

Rhode Island
(3/25/2022)

South Carolina
(3/22/2022)

South Dakota
(4/12/2022)

Tennessee
(3/21/2022)

Texas
(3/21/2022)

IAR

Texas
(3/31/2025)

Utah
(3/18/2022)

Vermont
(3/18/2022)

Virginia
(3/21/2022)

Washington
(3/21/2022)

West Virginia
(3/24/2022)

Wisconsin
(3/18/2022)

Wyoming
(3/28/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 4/30/2021

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 3/27/2013

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 8/20/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/24/2010

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/22/2008

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

SRO Registrations

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

CRD#: 104555 / SEC#: 801-13243

RIA

Registered Investment Advisory firm - (8/11/1977 Approved)

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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

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)

FIDELITY STRATEGIC DISCIPLINES (11/10/2025)

FIDELITY WEALTH SERVICES (9/10/2025)

STRATEGIC ADVISERS LLC (9/10/2025)

FIDELITY MANAGED FIDFOLIOS (3/31/2025)

FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)

FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

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	Cover Page	Report

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.

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Advisor Monitoring

Firm Stability Insights

Brandon L. Decastro

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brandon Lee Decastro's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIDELITY BROKERAGE SERVICES LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

CETERA ADVISORS LLC

CETERA ADVISORS LLC

T.T.G. FINANCIAL, INC.

KEY INVESTMENT SERVICES LLC

KEY INVESTMENT SERVICES LLC

ALLSTATE FINANCIAL ADVISORS, LLC

ALLSTATE FINANCIAL SERVICES, LLC

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

FIRSTMERIT ADVISORS, INC.

FIRSTMERIT FINANCIAL SERVICES, INC

INVEST FINANCIAL CORPORATION

CHASE INVESTMENT SERVICES CORP.

Primary Firm SEC Registration

STRATEGIC ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 4/30/2021

Series 66

Date: 3/27/2013

SIE

Date: 8/20/2018

Series 7

Date: 3/24/2010

Series 6

Date: 7/22/2008

FINRA

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

STRATEGIC ADVISERS LLC

TRUST BUT VERIFY

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