Brynne E. Simpson
STRATEGIC ADVISERS LLC | Financial Consultant Trainee, Investor Center
WAUWATOSA, WI
Some features on this profile are disabled
CRD#: 6503805
Professional summary
Brynne Elizabeth Simpson, who also goes by Brynne Elizabeth Simpson, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Wauwatosa, Wisconsin and FIDELITY BROKERAGE SERVICES LLC located in Brookfield, Wisconsin.
Brynne is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Brynne has worked at 6 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 6 exams.
Biography
My priority as your Financial Consultant is to understand your story and how it's influenced by your financial plans, goals, and values. I strive to educate my clients and help them define what financial success means to them so we can build a clear plan tailored to their unique circumstances and needs. I am dedicated to becoming my clients' trusted advisor for years to come.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Brynne Elizabeth Simpson
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.
CRS (Client Relationship Summary) - RIA
Click below to view Brynne Elizabeth Simpson'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
University of Minnesota
Bachelor of Arts (BA) - Psychology
2015
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 16020 W Bluemound Rd Fountain Square Plaza, Brookfield, WI 53005-6009RIA
CRD#: 104555
WAUWATOSA, WI
Current
October 12, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 16020 W Bluemound Road Fountain Square Plaza, Brookfield, WI 53005BD
CRD#: 7784
Brookfield, WI
Past
October 14, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
BROOKFIELD, WI
Past
April 7, 2021 - October 5, 2022
RUSSELL INVESTMENTS FINANCIAL SERVICES, LLC
BD
CRD#: 21771
SEATTLE, WA
Past
May 6, 2019 - February 4, 2021
COREBRIDGE CAPITAL SERVICES, INC.
BD
CRD#: 13158
BRENTWOOD, TN
Past
July 7, 2015 - July 12, 2018
JACKSON NATIONAL LIFE DISTRIBUTORS LLC
BD
CRD#: 40178
FRANKLIN, TN
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(10/12/2022)
RR
Florida(10/12/2022)
RR
Illinois(10/12/2022)
RR
Iowa(10/12/2022)
RR
Michigan(10/12/2022)
RR
Minnesota(3/1/2024)
RR
Missouri(3/1/2024)
RR
Montana(11/7/2023)
RR
Texas(9/29/2023)
IAR
Texas(3/31/2025)
RR
Wisconsin(10/12/2022)
IAR
Wisconsin(3/31/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 5/17/2021
General Securities Representative ExaminationGeneral 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
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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 Consultant Trainee, Investor CenterCRD#: 104555Wauwatosa, WITRUST BUT VERIFY
Monitor Brynne Simpson
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
xxxxx@xxxx.xxx
