Brandon Fahl
STRATEGIC ADVISERS | Financial Consultant
BIGGS, CA
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CRD#: 6637324
Professional summary
Brandon Fahl, who also goes by Brandon J Fahl, Brandon Fahl, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Biggs, California and FIDELITY BROKERAGE SERVICES LLC located in Roseville, California.
Brandon is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Brandon has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
As a Financial Consultant, my role is to help clients reach for their short and long term goals through holistic financial planning. I do this through a three step process. First - I gain an understanding of a clients current situation and individual goals, Second - work with clients to build a financial plan and review help interpret the results, and Third - find ways to improve their financial plan using all of the tools Fidelity has to offer.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Brandon J Fahl | Brandon Fahl
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 Fahl'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 Delaware
Bachelor of Science (BS) - Hospitality Business Management
2009
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 1261 Roseville Parkway, Roseville, CA 95678-9998RIA
CRD#: 104555
BIGGS, CA
Current
April 27, 2020 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 1261 Roseville Parkway, Roseville, CA 95678-9998BD
CRD#: 7784
ROSEVILLE, CA
Past
May 18, 2020 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
ROSEVILLE, CA
Past
May 30, 2019 - April 28, 2020
TD AMERITRADE, INC.
RIA
CRD#: 7870
ROSEVILLE, CA
Past
May 30, 2019 - April 28, 2020
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 111514
Roseville, CA
Past
May 30, 2019 - April 28, 2020
TD AMERITRADE, INC.
BD
CRD#: 7870
ROSEVILLE, CA
Past
October 6, 2016 - April 10, 2019
MORGAN STANLEY
RIA
CRD#: 149777
LUTHERVILLE, MD
Past
October 6, 2016 - April 10, 2019
MORGAN STANLEY
BD
CRD#: 149777
LUTHERVILLE, MD
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(10/9/2020)
RR
California(4/27/2020)
IAR
California(3/31/2025)
RR
Colorado(1/22/2021)
RR
Delaware(1/2/2026)
RR
Florida(4/10/2021)
RR
Georgia(1/24/2023)
RR
Hawaii(7/10/2025)
RR
Idaho(10/9/2020)
RR
Illinois(11/8/2022)
RR
Indiana(7/10/2025)
RR
Louisiana(11/18/2021)
RR
Minnesota(9/9/2022)
RR
Montana(1/22/2021)
RR
Nevada(8/4/2020)
RR
Oregon(11/17/2020)
RR
South Carolina(1/24/2023)
RR
South Dakota(5/15/2025)
RR
Tennessee(11/17/2020)
RR
Texas(10/30/2020)
IAR
Texas(3/31/2025)
RR
Utah(11/17/2020)
IAR
Utah(3/31/2025)
RR
Washington(8/4/2020)
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)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.
Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Biggs, CATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
