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RIA / WealthAdvisor19 years in industry

BRIAN LEE GLASS

Advisor at FISHER INVESTMENTS

Camas, WA | PLANO, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:11159570-561d-9a70-5a2b-5995d020d4dd

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:44 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Oct 13, 2017 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: FISHER INVESTMENTS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 1, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 3
Exams: S66
First exam: Oct 12, 2017
First registration: Oct 13, 2017
Dual registered: no
Other names: GLASS BRIAN|BRIAN GLASS|GLASS LEE BRIAN
IAPD individual key: 6818008

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
FISHER INVESTMENTS	Independent wealth	Aug 17, 2026	n/a	yes	PLANO, TX\|Camas, WA	Current employment
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	May 20, 2026	no	BEAVERTON, OR\|CANBY, OR\|BOSTON, MA	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jun 6, 2022	Mar 31, 2025	no	BEAVERTON, OR	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Oct 13, 2017	Feb 17, 2022	no	SCOTTS VALLEY, CA\|MONTEREY, CA\|SALINAS, CA\|PORTLAND, OR\|PORTLAND, OR\|LAKE OSWEGO, OR\|PORTLAND, OR\|LAKE OSWEGO, OR\|WILSONVILLE, OR	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
STRATEGIC ADVISERS LLC	FISHER INVESTMENTS	May 20, 2026	Aug 17, 2026	89	Firm change	Ibd to RIA
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Feb 17, 2022	Jun 6, 2022	109	Firm change	Wirehouse to ibd

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
104555:107342:MA:2026-05-19	May 20, 2026	Aug 17, 2026	BOSTON, MA	Firm change

Relationships

Registered with (4)

→ FISHER INVESTMENTSRegistered adviserregistration: current employment
Aug 17, 2026 to presentfactForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Mar 31, 2025 to May 20, 2026factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jun 6, 2022 to Mar 31, 2025factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Oct 13, 2017 to Feb 17, 2022factForm ADV

Dated events

Occurred
May 20, 2026
Advisor changed firm
Brian Lee Glass left Strategic Advisers Llc for Fisher Investments (registered 2026-08-17)
Form ADVobserved 6 days ago
Occurred
Feb 17, 2022
Advisor changed firm
Brian Lee Glass left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Fidelity Personal And Workplace Advisors (registered 2022-06-06)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:11159570-561d-9a70-5a2b-5995d020d4dd
First observed: Oct 13, 2017
Last observed: Sep 14, 2026 7 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BRIAN LEE GLASS

Advisor at FISHER INVESTMENTS

Camas, WA | PLANO, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:11159570-561d-9a70-5a2b-5995d020d4dd

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:44 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

FISHER INVESTMENTS

Independent wealth

Aug 17, 2026

n/a

yes

PLANO, TX|Camas, WA

Current employment

STRATEGIC ADVISERS LLC

National bd RIA

Mar 31, 2025

May 20, 2026

BEAVERTON, OR|CANBY, OR|BOSTON, MA

Previous registration

FIDELITY PERSONAL AND WORKPLACE ADVISORS

Former SEC adviser

Jun 6, 2022

Mar 31, 2025

BEAVERTON, OR

Previous registration

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Wirehouse

Oct 13, 2017

Feb 17, 2022

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

STRATEGIC ADVISERS LLC

FISHER INVESTMENTS

May 20, 2026

Aug 17, 2026

Firm change

Ibd to RIA

FIDELITY PERSONAL AND WORKPLACE ADVISORS

STRATEGIC ADVISERS LLC

Mar 31, 2025

Bulk transfer

Ibd to ibd

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

FIDELITY PERSONAL AND WORKPLACE ADVISORS

Feb 17, 2022

Jun 6, 2022

109

Firm change

Wirehouse to ibd

Team

Left

Joined

From

Kind

104555:107342:MA:2026-05-19

May 20, 2026

Aug 17, 2026

BOSTON, MA

Firm change