Susan M. Brannen
STRATEGIC ADVISERS LLC | Benefits & Planning Consultant, Executive Services
NASHUA, NH
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CRD#: 6495346
Professional summary
Susan Marie Brannen, who also goes by Susan Marie Brannen, Susan Marie Newton, Susan Newton, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Nashua, New Hampshire and FIDELITY BROKERAGE SERVICES LLC located in Merrimack, New Hampshire.
Susan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Susan has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Biography
My goal as a Benefits & Planning Consultant is to have a positive impact in the lives of the Executives we are working with by forming valuable relationships that prioritizes financial well-being for our clients. I do this by spending time with each person to make sure they are maximizing their employer-sponsored benefits, focusing on integrated wealth planning, and providing a white-glove experience along the way.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Susan Marie Brannen | Susan Marie Newton | Susan Newton
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.
OAA#: 35920 | Org Name:Thimbles | Org Addr:Lockport, IL, US | Nature of Bus:Retail | Invst Rel:N | Title:Class Instructor | Duties:Teaching sewing/quilting classes for a variety of different skill levels | Start Dt:05/29/2009 | Total Hrs p/m:10 | Sec Trdng Hrs p/m:0 OAA#: 43943 | Org Name:Thimbles Quilts | Org Addr:Lockport, IL, US | Nature of Bus:Quilting | Invst Rel:N | Title:Class Instructor | Duties:Teaching classes on quilting | Start Dt:01/01/2008 | Total Hrs p/m:6 | Sec Trdng Hrs p/m:0
CRS (Client Relationship Summary) - RIA
Click below to view Susan Marie Brannen'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
The Chicago School of Professional Psychology
Masters of Behavioral Economics - Economics
2021
University of St. Francis
Psycology - Marketing
2014
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: Two Contra Way, Merrimack, NH 03054Office #3: 1572 E. Golf Road, Schaumburg, IL 60173RIA
CRD#: 104555
NASHUA, NH
Current
April 20, 2017 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: Two Contra Way, Merrimack, NH 03054BD
CRD#: 7784
Merrimack, NH
Past
November 14, 2024 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
MERRIMACK, NH
Past
July 13, 2018 - November 8, 2024
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
MERRIMACK, NH
Past
June 21, 2018 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
SCHAUMBURG, IL
Past
July 21, 2015 - February 10, 2017
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
SCHAUMBURG, IL
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.Highlighted states indicate IAR registrations
IAR
New Hampshire(3/31/2025)
Exams
State Security Law Exam
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
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Company Information
STRATEGIC ADVISERS LLC
Benefits & Planning Consultant, Executive ServicesCRD#: 104555Nashua, NHTRUST BUT VERIFY
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