Brandan Kools
Financial advisor at Strategic Advisers LLC · Cortez, FL
Last updated 2026-10-10
Claim your profileBrandan Kools is a financial advisor at Strategic Advisers LLC in Cortez, FL, CRD 6528650. Licenses and exams on the registration: Series 66. IAPD registration began 2015-10-07.
Registration
- CRD number
- 6528650
- Registration status
- Active
- IAPD registration
- 2015-10-07
- Industry Experience
- 11 years
- Work Experience
- 11 years
- States registered
- FL, TX
Licenses and exams
- Series 66
Designations
- CFP®
Work history
- 2015-07 to 2021-04 · Ameriprise Financial Services, Inc. · Tampa, FL
- 2021-04 to Present · Fidelity Investments · Jacksonville, FL
- 2025-03 to Present · Fidelity Investments · Boston, MA
Current employment
- Strategic Advisers LLC · Boston, MA
Strategic Advisers LLC
- Regulatory AUM
- $1,370,125,325,211
- Registered advisors
- 17,023
- Offices
- 3,513
- Clients per advisor
- 141.1 (High)
- Average AUM per client
- $570.5K (Low)
- High-net-worth client ratio
- 30.7% (Moderate)
Strategic Advisers LLC: advisors, services and reported ETF investments
About
Brandan Kools is a CFP® financial advisor at Strategic Advisers LLC in Cortez, FL. Reported securities licenses include Series 66. The latest record indicates 11 years of industry experience and 11 years of reported work history. Reported roles include Fidelity Investments, Ameriprise Financial Services, Inc..
Strategic Advisers LLC's firm-level Form ADV reports 17,023 advisors across 3,513 offices; approximately 141.1 clients per advisor, average assets per client of $570,466, and regulatory AUM of $1.4T; client categories including Individuals (non-HNW), High net worth individuals, Investment companies, Pension and profit-sharing plans, Charitable organizations, State or municipal government entities; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Investment Companies, Portfolio Management: Businesses or Institutional Clients, Selection of Other Advisers.
What this firm offers
Filed by Strategic Advisers LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Investment Companies
- Businesses or Institutional Clients
- Selection of Other Advisers
- Educational Seminars or Workshops
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
- Other
Business and affiliations
- Commodity Pool Operator or Trading Advisor
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Commodity Pool Operator or CTA
- Banking or Thrift Institution
- Trust Company
- Insurance Company or Agency
- Pension Consultant
- Sponsor or GP of Pooled Investment Vehicl
Location
Cortez, FL
1 advisor at this office.
Contact
The firm's filed contact details.
Official record
Are you Brandan Kools?
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