Brittany L. Boerschig
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Brittany Leigh Boerschig, who also goes by Brittany L Boerschig, Brittany Boerschig, Brittany Leigh Boerschig, Brittany Leigh Thompson, was a registered financial professional .
Brittany is a previously registered financial professional and started their career in finance in 2015. Brittany had worked at 3 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
March 31, 2025 - July 17, 2026
STRATEGIC ADVISERS LLC
February 4, 2025 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
November 11, 2024 - July 17, 2026
FIDELITY BROKERAGE SERVICES LLC
July 13, 2018 - January 25, 2019
FIDELITY PERSONAL AND WORKPLACE ADVISORS
May 11, 2016 - July 13, 2018
STRATEGIC ADVISERS LLC
September 8, 2015 - January 22, 2019
FIDELITY BROKERAGE SERVICES LLC
Primary Firm SEC Registration
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 7TO
Date: 11/11/2024
General Securities Representative ExaminationCurrent Firm
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
Contact information
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.
