Brent A. Rite
STRATEGIC ADVISERS LLC | Financial Consultant
SANTA MONICA, CA
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CRD#: 5967140
Professional summary
Brent Andrew Rite, who also goes by Brent Andrew Rite, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Santa Monica, California and FIDELITY BROKERAGE SERVICES LLC located in Santa Monica, California.
Brent is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Brent has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 9 exams.
Biography
I believe everyone deserves to plan their financial future with an advisor who understands them and has their best interest at heart. For over a decade, I pride myself with getting to know my clients and understanding what they enjoy the most in life. Together, we build a plan that is dedicated to pursuing their life priorities and financial goals.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Brent Andrew Rite
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.
OBA-121651|OrgNmn:Cat Daddy Productions, LLC|Org Addr:Santa Moni,California,US|OBA Nature:Music Production and Performan|Invst Rel:N|Title:Sole Proprietor|Duties:Live Music Performances, Music Production, Consulting for producing live music performances|StrtDt:|TotHrs/mon:8|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Brent Andrew Rite'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®
NoneEducation
Northwest University
Bachelor of Arts (BA) - Business Management
2020
Mesa Community College
Associate Applied Science - Automotive Performance Technology
2010
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 1200 Wilshire Blvd, Santa Monica, CA 90403-5407RIA
CRD#: 104555
SANTA MONICA, CA
Current
July 28, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 1200 Wilshire Blvd, Santa Monica, CA 90403-5407BD
CRD#: 7784
Santa Monica, CA
Past
August 2, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
SANTA MONICA, CA
Past
June 5, 2018 - May 11, 2022
HARRISDIRECT LLC
RIA
CRD#: 42159
LOS ANGELES, CA
Past
June 5, 2018 - May 11, 2022
E*TRADE SECURITIES LLC
BD
CRD#: 29106
LOS ANGELES, CA
Past
August 10, 2017 - June 1, 2018
TD AMERITRADE, INC.
RIA
CRD#: 7870
ENCINO, CA
Past
August 10, 2017 - June 1, 2018
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 111514
Encino, CA
Past
August 10, 2017 - June 1, 2018
TD AMERITRADE, INC.
BD
CRD#: 7870
ENCINO, CA
Past
October 16, 2014 - May 31, 2017
CHARLES SCHWAB & CO., INC.
RIA
CRD#: 5393
REDMOND, WA
Past
November 2, 2011 - May 31, 2017
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
REDMOND, WA
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(7/28/2022)
RR
California(7/28/2022)
IAR
California(3/31/2025)
RR
Colorado(9/12/2022)
RR
Connecticut(3/1/2024)
RR
Florida(3/1/2024)
RR
Hawaii(8/24/2022)
RR
Idaho(11/15/2023)
RR
Massachusetts(7/28/2022)
RR
Michigan(2/15/2023)
RR
Minnesota(8/16/2023)
RR
Nevada(7/28/2022)
RR
New Jersey(3/1/2024)
RR
New Mexico(6/12/2023)
RR
New York(1/4/2023)
RR
Oregon(7/28/2022)
RR
Tennessee(5/8/2025)
RR
Texas(7/28/2022)
IAR
Texas(3/31/2025)
RR
Utah(7/28/2022)
RR
Washington(8/30/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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
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
Financial ConsultantCRD#: 104555Santa Monica, CATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
