Bradley S. Strong
STRATEGIC ADVISERS LLC | Financial Consultant
ROSWELL, GA
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CRD#: 6925476
Professional summary
Bradley Stuart Strong II, CFP®, who also goes by Bradley S. Strong II, Bradley S. Strong, Bradley Stuart Strong, Bradley Strong Ii, Bradley Strong, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Roswell, Georgia and FIDELITY BROKERAGE SERVICES LLC located in Atlanta, Georgia.
Bradley is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Bradley has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
My role is to help individuals and families navigate the complexities of financial planning by finding out what's most important to them and assist clients with developing a personalized investment strategy to help them work towards financial goals.
Question & Answer
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Bradley S. Strong Ii | Bradley S. Strong | Bradley Stuart Strong | Bradley Strong Ii | Bradley Strong
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 Stuart Strong II'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: 2021
Education
Western Carolina University
Bachelor of Science (BS) - Accounting and Finance
2015
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 3630 Peachtree Road Ne Suite 100 - 900, Atlanta, GA 30326RIA
CRD#: 104555
ROSWELL, GA
Current
May 28, 2019 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 3630 Peachtree Road Ne Suite 100 - 900, Atlanta, GA 30326-1568BD
CRD#: 7784
Atlanta, GA
Past
August 12, 2020 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
PASADENA, CA
Past
June 1, 2018 - May 15, 2019
EDWARD JONES
RIA
CRD#: 250
PASADENA, CA
Past
May 9, 2018 - May 15, 2019
EDWARD JONES
BD
CRD#: 250
PASADENA, 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(3/4/2022)
RR
Arizona(1/26/2021)
RR
California(5/28/2019)
RR
Connecticut(3/25/2023)
RR
Delaware(8/26/2024)
RR
Florida(2/7/2024)
RR
Georgia(2/7/2024)
IAR
Georgia(3/31/2025)
RR
Maryland(10/2/2024)
RR
Mississippi(8/25/2025)
RR
Nevada(2/12/2021)
RR
New Jersey(10/24/2023)
RR
New Mexico(8/25/2025)
RR
New York(7/19/2024)
RR
North Carolina(1/6/2023)
RR
Oregon(10/3/2025)
RR
Pennsylvania(2/12/2021)
RR
South Carolina(2/7/2024)
RR
Tennessee(10/3/2023)
RR
Texas(2/12/2021)
IAR
Texas(3/31/2025)
RR
Virginia(2/7/2024)
RR
Washington(2/12/2021)
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)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
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#: 104555Roswell, GATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
