Bradley J. Blackshire
STRATEGIC ADVISERS LLC | Financial Consultant
SAN FRANCISCO, CA
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CRD#: 6862730
Professional summary
Bradley Jamison Blackshire, CFP®, who also goes by Bradley J Blackshire, Bradley Jamison Blackshire, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in San Francisco, California and FIDELITY BROKERAGE SERVICES LLC located in San Francisco, California.
Bradley is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Bradley has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
I partner with my clients as their financial advocate through their personal financial journey. I believe that your wealth is intrinsically tied to your health, feelings of accomplishment, and purpose. Together, we will uncover your financial goals, create a strategic plan to mitigate risk, and act on a tailored strategy so that you can work towards living a more fulfilled life. I leverage Fidelity's resources, to be sure that you have a supportive team in your corner.
Question & Answer
What are your service offerings?
Estate Planning
Investment Planning
Retirement Income Management
Comprehensive Financial Planni...
Life Transitions
Tax Planning
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
Bradley J Blackshire | Bradley Jamison Blackshire
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 Bradley Jamison Blackshire'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®
CFP®
Start date: 2022
Education
University of LaVerne
Bachelor of Science (BS) - Biology
2015
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #3: 44 Montgomery St Ste 2350, San Francisco, CA 94104RIA
CRD#: 104555
SAN FRANCISCO, CA
Current
August 16, 2019 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 44 Montgomery St Ste 2350, San Francisco, CA 94104BD
CRD#: 7784
San Francisco, CA
Past
August 23, 2019 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
BERKELEY, CA
Past
December 14, 2017 - August 9, 2019
EDWARD JONES
RIA
CRD#: 250
EL CERRITO, CA
Past
November 20, 2017 - August 9, 2019
EDWARD JONES
BD
CRD#: 250
EL CERRITO, CA
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
Alabama(3/2/2024)
RR
California(8/16/2019)
IAR
California(3/31/2025)
RR
Colorado(9/9/2022)
RR
Florida(6/23/2023)
RR
Nevada(3/4/2022)
RR
New Jersey(9/9/2022)
RR
New Mexico(3/25/2023)
RR
New York(3/4/2022)
RR
Oregon(10/8/2021)
RR
Tennessee(1/7/2022)
RR
Texas(1/12/2021)
IAR
Texas(3/31/2025)
RR
Virginia(1/3/2025)
RR
Washington(9/29/2023)
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
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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
Financial ConsultantCRD#: 104555San Francisco, CATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
