Brian M. Hensley
STRATEGIC ADVISERS LLC | Vice President, Wealth Planner
BRADENTON, FL
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CRD#: 5983066
Professional summary
Brian Michael Hensley, CFP®, who also goes by Brian M Hensley, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Bradenton, Florida and FIDELITY BROKERAGE SERVICES LLC located in Sarasota, Florida.
Brian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Brian has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
As a Wealth Planner, I help my clients and their families, with the intent to grow and protect their wealth, make sound investment decisions, and simplify their financial lives. I partner with you to understand your goals and to help you build a financial plan that is customized to your unique situation.
Question & Answer
What are your service offerings?
Business Succession Planning
Employee and Employer Plan Ben...
Investment Planning
Comprehensive Financial Planni...
Retirement Planning
Retirement Income Management
Insurance Planning
Estate Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Brian M Hensley
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-117469|OrgNmn:For The Collection|Org Addr:Bradenton,Florida,US|OBA Nature:Selling Sports Cards|Invst Rel:N|Title:Sole Proprietor|Duties:Buy and sell sports cards.|StrtDt:01-01-24|TotHrs/mon:10|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Brian Michael Hensley'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®
CFP®
Start date: 2017
Education
University of Nebraska
Bachelor of Science (BS) - Economics
1999
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 201 N Cattlemen Rd, Sarasota, FL 34243RIA
CRD#: 104555
BRADENTON, FL
Current
February 4, 2020 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 201 N Cattlemen Rd, Sarasota, FL 34243BD
CRD#: 7784
Sarasota, FL
Past
March 16, 2020 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
SARASOTA, FL
Past
August 3, 2018 - August 1, 2019
MUTUAL SECURITIES, INC.
BD
CRD#: 13092
ALBERT LEA, MN
Past
October 13, 2017 - August 10, 2018
CETERA ADVISORS LLC
RIA
CRD#: 10299
ALBERT LEA, MN
Past
October 13, 2017 - August 10, 2018
CETERA ADVISORS LLC
BD
CRD#: 10299
ALBERT LEA, MN
Past
September 28, 2017 - January 7, 2020
INTELLICENTS INVESTMENT SOLUTIONS INC
RIA
CRD#: 107498
ALBERT LEA, MN
Past
March 21, 2014 - October 2, 2017
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
Albert Lea, MN
Past
February 25, 2014 - October 2, 2017
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
Albert Lea, MN
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
California(9/18/2020)
RR
Colorado(5/19/2020)
RR
Connecticut(4/29/2020)
RR
District of Columbia(1/17/2021)
RR
Florida(2/4/2020)
IAR
Florida(3/31/2025)
RR
Georgia(4/29/2020)
RR
Idaho(12/22/2021)
RR
Illinois(4/29/2020)
RR
Indiana(8/8/2020)
RR
Kansas(7/26/2021)
RR
Kentucky(12/3/2021)
RR
Maine(4/29/2020)
RR
Maryland(12/1/2020)
RR
Massachusetts(4/8/2025)
RR
Michigan(5/19/2020)
RR
Minnesota(4/13/2020)
RR
Montana(8/8/2020)
RR
New Hampshire(9/4/2025)
RR
New Jersey(4/13/2020)
RR
New York(4/29/2020)
RR
North Carolina(8/19/2020)
RR
Ohio(6/4/2020)
RR
Oklahoma(8/8/2020)
RR
Pennsylvania(4/29/2020)
RR
Rhode Island(1/4/2024)
RR
South Carolina(3/4/2022)
RR
Tennessee(8/19/2020)
RR
Texas(8/8/2020)
IAR
Texas(3/31/2025)
RR
Utah(1/4/2025)
RR
Vermont(9/4/2025)
RR
Virginia(12/9/2020)
RR
Wisconsin(4/29/2020)
Exams
State Security Law 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
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
Vice President, Wealth PlannerCRD#: 104555Bradenton, FLTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
