Briana N. Wentworth
Professional summary
Briana Nicole Carlson Wentworth, who also goes by Briana Nicole Busho, Briana Nicole Wentworth, Briana Nicole Carlson Wentworth, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Citrus Heights, California and FIDELITY BROKERAGE SERVICES LLC located in Roseville, California.
Briana is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Briana has worked at 4 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.
Biography
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Briana Nicole Carlson Wentworth's CRS (Customer Relationship Summary).
Certified licenses
Education
Colorado State University
Master of Finance - Finance and Risk Management
2020
Minnesota State University
Bachelor of Communications - Communications and Mass Media
2015
Normandale Community College
Associate of Science - General Education
2012
Experience
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 1261 Roseville Parkway, Roseville, CA 95678-9998November 9, 2021 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 1261 Roseville Parkway, Roseville, CA 95678-9998February 22, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
May 3, 2018 - October 11, 2021
WELLS FARGO CLEARING 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
(1/6/2023)
(11/9/2021)
(3/31/2025)
(1/6/2023)
(1/6/2023)
(1/6/2023)
(1/6/2023)
(6/4/2024)
(1/6/2023)
(1/6/2023)
(1/6/2023)
(2/11/2022)
(3/31/2025)
(1/6/2023)
Exams
Series 7TO
Date: 12/15/2021
General Securities Representative ExaminationFINRA
New York Stock Exchange
Current 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
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