BS
Bradford J. Stassel
STRATEGIC ADVISERS LLC
OCEANSIDE, CA
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CRD#: 6279262
BS
Professional summary
Bradford John Stassel, AIF®, who also goes by Bradford John Stassel, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Oceanside, California and FIDELITY BROKERAGE SERVICES LLC located in Salt Lake City, Utah.
Bradford is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Bradford has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Bradford John Stassel
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.
1) INSURANCE POSITION: Client Services Associate NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/05/2018 ADDRESS: 5414 Oberlin Drive, Suite 220, San Diego CA 92121, United States DESCRIPTION: None 2) THE RETIREMENT GROUP POSITION: Customer Services Associate NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 55 SECURITIES TRADING HOURS: 35 START DATE: 06/05/2018 ADDRESS: 5414 Oberlin Drive, Suite 220, San Diego CA 92121, United States DESCRIPTION: Daily telephone conversations with prospects offering webinars, e-brochures and cash flow analysis. Answering questions about their retirement planning goals and objectives. Gathering information for completion of the cash flow analysis. Additional email communication to confirm appointments set for the review of a cash flow analysis with the TRG adviser and the prospect.
CRS (Client Relationship Summary) - RIA
Click below to view Bradford John Stassel'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®
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
OCEANSIDE, CA
Current
March 30, 2023 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 49 North 400 West, Salt Lake City, UT 84101BD
CRD#: 7784
Salt Lake City, UT
Past
April 7, 2023 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
ESCONDIDO, CA
Past
October 30, 2018 - February 13, 2023
FSC SECURITIES CORPORATION
RIA
CRD#: 7461
SAN DIEGO, CA
Past
October 30, 2018 - February 13, 2023
FSC SECURITIES CORPORATION
BD
CRD#: 7461
SAN DIEGO, CA
Past
September 16, 2016 - November 3, 2017
TRANSAMERICA FINANCIAL ADVISORS, LLC
BD
CRD#: 16164
SAN DIEGO, CA
Past
September 13, 2016 - November 3, 2017
TRANSAMERICA FINANCIAL ADVISORS, LLC
RIA
CRD#: 16164
SAN DIEGO, CA
Past
March 13, 2015 - April 23, 2015
EQUITY SERVICES, INC.
RIA
CRD#: 265
SAN MARCOS, CA
Past
March 13, 2015 - April 23, 2015
EQUITY SERVICES, INC.
BD
CRD#: 265
SAN MARCOS, CA
Past
May 12, 2014 - September 17, 2014
EDWARD JONES
RIA
CRD#: 250
ESCONDIDO, CA
Past
February 25, 2014 - September 17, 2014
EDWARD JONES
BD
CRD#: 250
ESCONDIDO, CA
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
Alabama(4/4/2023)
RR
Alaska(4/4/2023)
RR
Arizona(4/4/2023)
RR
Arkansas(4/4/2023)
RR
California(3/30/2023)
IAR
California(3/31/2025)
RR
Colorado(4/4/2023)
RR
Connecticut(4/4/2023)
RR
Delaware(4/4/2023)
RR
District of Columbia(4/4/2023)
RR
Florida(4/4/2023)
RR
Georgia(4/4/2023)
RR
Hawaii(4/4/2023)
RR
Idaho(4/4/2023)
RR
Illinois(4/4/2023)
RR
Indiana(4/4/2023)
RR
Iowa(4/4/2023)
RR
Kansas(4/4/2023)
RR
Kentucky(4/4/2023)
RR
Louisiana(4/4/2023)
RR
Maine(4/4/2023)
RR
Maryland(4/4/2023)
RR
Massachusetts(4/4/2023)
RR
Michigan(4/4/2023)
RR
Minnesota(4/4/2023)
RR
Mississippi(4/4/2023)
RR
Missouri(4/4/2023)
RR
Montana(4/4/2023)
RR
Nebraska(4/4/2023)
RR
Nevada(4/4/2023)
RR
New Hampshire(4/4/2023)
RR
New Jersey(4/4/2023)
RR
New Mexico(4/4/2023)
RR
New York(4/4/2023)
RR
North Carolina(4/4/2023)
RR
North Dakota(4/4/2023)
RR
Ohio(4/5/2023)
RR
Oklahoma(4/4/2023)
RR
Oregon(4/4/2023)
RR
Pennsylvania(4/4/2023)
RR
Puerto Rico(4/4/2023)
RR
Rhode Island(4/4/2023)
RR
South Carolina(4/4/2023)
RR
South Dakota(4/4/2023)
RR
Tennessee(4/4/2023)
RR
Texas(4/4/2023)
IAR
Texas(3/31/2025)
RR
Utah(4/4/2023)
RR
Vermont(4/4/2023)
RR
Virginia(4/4/2023)
RR
Washington(4/4/2023)
RR
West Virginia(4/4/2023)
RR
Wisconsin(4/4/2023)
RR
Wyoming(4/4/2023)
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.
