Brett Anderson, financial advisor Marietta GA
93 score

Brett Anderson

CRD Number: 5497060
Current Firm: Strategic Advisers, Inc.

Brett Anderson (CRD# 5497060) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Marietta, GA and has over 8 years of experience in the finance industry. Brett Anderson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Fidelity Brokerage Services LLC Covington, KY Mar 2016 - Current < 1
Unemployed Marietta, GA Dec 2015 - Mar 2016 < 1
Mercer Global Advisors Inc. Alpharetta, GA Jul 2015 - Dec 2015 < 1
Usaa Financial Advisors, Inc. Atlanta, GA Sep 2013 - Jul 2015 1
Usaa Financial Planning Services Atlanta, GA Sep 2013 - Jul 2015 1
Td Ameritrade Alpharetta, GA Mar 2013 - Sep 2013 < 1
Fidelity Investments Atlanta, GA May 2010 - Mar 2013 2
Etrade Securities Alpharetta, GA Feb 2008 - Apr 2010 2
Unemployed Lilburn, GA Jan 2008 - Feb 2008 < 1
Countrywide Home Loans Duluth, GA Feb 2007 - Dec 2007 < 1
Unemployed Lilburn, GA Feb 2006 - Jan 2007 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2008
S65 NASAA Investment Advisors Law Examination Jan 2011
Contact Info for Brett F. Anderson
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • AL
  • MS
  • GA
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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