Brandon P. Colley
STRATEGIC ADVISERS LLC | Assistant Branch Leader
SOUTH BEND, IN
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CRD#: 6557132
Professional summary
Brandon P. Colley, CFP®, who also goes by Brandon Prince Colley, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in South Bend, Indiana and FIDELITY BROKERAGE SERVICES LLC located in South Bend, Indiana.
Brandon is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2020. Brandon has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 9 and Series 10 exams.
Biography
As a Planning Consultant, I will work with you and your Financial Consultant to understand you and your family's needs to help you build a personalized financial plan. It is my goal to place you in a position to work towards your dreams as you build for the future, transition into, and live in retirement. My personal commitment is to help you feel as comfortable as possible with your financial plan.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Brandon Prince Colley
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 Brandon P. Colley'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®
Education
University of Kentucky
Bachelor of Business Administration - Marketing
2014
University of Kentucky
Bachelor of Science (BS) - Economics
2014
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 1234 N Eddy St Ste 124, South Bend, IN 46617-1477RIA
CRD#: 104555
SOUTH BEND, IN
Current
November 9, 2015 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 1234 N Eddy St Ste 124, South Bend, IN 46617-1477BD
CRD#: 7784
South Bend, IN
Past
January 29, 2020 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
SOUTH BEND, IN
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
Illinois(11/14/2024)
RR
Indiana(11/30/2015)
IAR
Indiana(3/31/2025)
RR
Kentucky(11/14/2015)
RR
Massachusetts(1/4/2025)
RR
Michigan(11/14/2024)
RR
Ohio(12/1/2015)
RR
Texas(1/7/2019)
IAR
Texas(3/31/2025)
RR
Utah(1/4/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory 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
Assistant Branch LeaderCRD#: 104555South Bend, INTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
