Brian C. Self

STRATEGIC ADVISERS LLC

CHAGRIN FALLS, OH

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CRD#: 5863371

Professional summary

Brian Christopher Self, who also goes by Brian Christopher Self, Brian C. Self, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Chagrin Falls, Ohio and FIDELITY BROKERAGE SERVICES LLC located in Smithfield, Rhode Island.

Brian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Brian has worked at 9 firms and has passed the Series 66, Series 99TO, SIE, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brian Christopher Self | Brian C. Self

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 Brian Christopher Self'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

July 16, 2025 - Present

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

CHAGRIN FALLS, OH

Current

July 10, 2025 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 900 Salem Street, Smithfield, RI 02917

CRD#: 7784

Smithfield, RI

Past

March 15, 2023 - December 20, 2024

LPL FINANCIAL LLC

RIA

CRD#: 6413

CHARGIN FALLS, OH

Past

March 13, 2023 - December 20, 2024

LPL FINANCIAL LLC

CRD#: 6413

CHARGIN FALLS, OH

Past

June 4, 2021 - March 17, 2023

KEY INVESTMENT SERVICES LLC

RIA

CRD#: 136300

BROOKLYN, OH

Past

June 4, 2021 - March 17, 2023

KEY INVESTMENT SERVICES LLC

CRD#: 136300

BROOKLYN, OH

Past

November 6, 2020 - May 26, 2021

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

Oregon, OH

Past

November 6, 2020 - May 26, 2021

J.P. MORGAN SECURITIES LLC

CRD#: 79

Oregon, OH

Past

June 8, 2018 - October 27, 2020

CITIZENS SECURITIES, INC.

RIA

CRD#: 39550

MAUMEE, OH

Past

March 29, 2018 - October 27, 2020

CITIZENS SECURITIES, INC.

CRD#: 39550

MAUMEE, OH

Past

December 23, 2016 - March 9, 2018

SCOTTRADE INVESTMENT MANAGEMENT

RIA

CRD#: 169988

SAINT LOUIS, MO

Past

May 10, 2013 - March 9, 2018

SCOTTRADE, INC.

CRD#: 8206

TOLEDO, OH

Past

January 5, 2011 - December 12, 2012

EDWARD JONES

RIA

CRD#: 250

CHARLESTON, SC

Past

December 17, 2010 - December 12, 2012

EDWARD JONES

CRD#: 250

CHARLESTON, SC

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
(7/14/2025)

Alaska
(7/14/2025)

Arizona
(7/14/2025)

Arkansas
(7/14/2025)

California
(7/14/2025)

Colorado
(7/14/2025)

Connecticut
(7/14/2025)

Delaware
(7/14/2025)

District of Columbia
(7/14/2025)

Florida
(7/14/2025)

Georgia
(7/14/2025)

Hawaii
(7/14/2025)

Idaho
(7/14/2025)

Illinois
(7/14/2025)

Indiana
(7/14/2025)

Iowa
(7/14/2025)

Kansas
(7/14/2025)

Kentucky
(7/14/2025)

Louisiana
(7/14/2025)

Maine
(7/14/2025)

Maryland
(7/14/2025)

Massachusetts
(7/14/2025)

Michigan
(7/14/2025)

Minnesota
(7/14/2025)

Mississippi
(7/14/2025)

Missouri
(7/14/2025)

Montana
(7/14/2025)

Nebraska
(7/14/2025)

Nevada
(7/14/2025)

New Hampshire
(7/14/2025)

New Jersey
(7/14/2025)

New Mexico
(7/14/2025)

New York
(7/14/2025)

North Carolina
(7/14/2025)

North Dakota
(7/14/2025)

Ohio
(7/11/2025)

IAR

Ohio
(7/24/2025)

Oklahoma
(7/14/2025)

Oregon
(7/14/2025)

Pennsylvania
(7/14/2025)

Puerto Rico
(7/14/2025)

Rhode Island
(7/14/2025)

South Carolina
(7/14/2025)

South Dakota
(7/14/2025)

Tennessee
(7/14/2025)

Texas
(7/14/2025)

IAR

Texas
(7/16/2025)

Utah
(7/14/2025)

Vermont
(7/14/2025)

Virgin Islands
(7/14/2025)

Virginia
(7/14/2025)

Washington
(7/14/2025)

West Virginia
(7/14/2025)

Wisconsin
(7/14/2025)

Wyoming
(7/14/2025)

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

IAR

Series 66

Date: 6/8/2018

Uniform Combined State Law Examination

General Industry/Product Exam

Series 99TO

Date: 3/13/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/16/2010

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 6/11/2014

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 5/16/2014

General Securities Sales Supervisor - Options Module 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

Brian C. Self

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Christopher Self's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIDELITY BROKERAGE SERVICES LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

KEY INVESTMENT SERVICES LLC

KEY INVESTMENT SERVICES LLC

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

CITIZENS SECURITIES, INC.

CITIZENS SECURITIES, INC.

SCOTTRADE INVESTMENT MANAGEMENT

SCOTTRADE, INC.

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

STRATEGIC ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/8/2018

Series 99TO

Date: 3/13/2023

SIE

Date: 10/1/2018

Series 7

Date: 12/16/2010

Series 10

Date: 6/11/2014

Series 9

Date: 5/16/2014

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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