Bryan C. Anderson
STRATEGIC ADVISERS LLC | Benefits & Planning Consultant, Executive Services
BLOUNTVILLE, TN
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CRD#: 7063690
Professional summary
Bryan Cody Anderson, CFP® is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Blountville, Tennessee and FIDELITY BROKERAGE SERVICES LLC located in Johnson City, Tennessee.
Bryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Bryan has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.
Biography
As your Benefits and Planning Consultant, I strive to build life-long, personal relationships with clients to understand their short and long-term financial goals. I leverage Fidelity's vast resources and unique employer benefits knowledge to create comprehensive financial plans with my clients. The trust that a client places in me is something I do not take lightly. My work-ethic, integrity, and continual professional development are a few of the ways I strive to continue to earn that trust.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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 Bryan Cody Anderson'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
Virginia Poly Institute & State University
Master of Public Health - Health Education
2017
East Tennessee State University
Physical Education - Exercise Science
2014
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 3018 Peoples Street Suite 108, Johnson City, TN 37604-4148RIA
CRD#: 104555
BLOUNTVILLE, TN
Current
May 12, 2021 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 3018 Peoples Street, Suite 108, Johnson City, TN 37604BD
CRD#: 7784
Johnson City, TN
Past
June 2, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
KINGSPORT, TN
Past
May 20, 2019 - May 3, 2021
EDWARD JONES
RIA
CRD#: 250
GREENEVILLE, TN
Past
March 18, 2019 - May 3, 2021
EDWARD JONES
BD
CRD#: 250
GREENEVILLE, TN
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
California(5/12/2021)
RR
Delaware(5/12/2021)
RR
District of Columbia(5/12/2021)
RR
Florida(5/12/2021)
RR
Georgia(5/12/2021)
RR
Kentucky(5/12/2021)
RR
Louisiana(5/12/2021)
RR
Michigan(5/12/2021)
RR
New Jersey(4/8/2024)
RR
New York(5/12/2021)
RR
North Carolina(5/12/2021)
RR
Ohio(5/13/2021)
RR
South Carolina(5/12/2021)
RR
Tennessee(5/13/2021)
IAR
Tennessee(3/31/2025)
RR
Texas(5/12/2021)
IAR
Texas(3/31/2025)
RR
Virginia(5/12/2021)
RR
Washington(5/12/2021)
RR
West Virginia(5/12/2021)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 3/18/2019
General Securities Representative ExaminationGeneral 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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Benefits & Planning Consultant, Executive ServicesCRD#: 104555Blountville, TNTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
