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RIA / WealthAdvisordual registered (broker-dealer)23 years in industry

BRAD MATTHEW NAPOLI

Advisor at STRATEGIC ADVISERS LLC

MARLTON, NJ | MOUNT LAUREL, NJ

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Search this name across graphsid dfx:ria:25e3bdee-d088-460a-14c4-54281d1534f2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:05 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Aug 25, 2005 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: STRATEGIC ADVISERS LLC
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 5, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Aug 5, 2003
First registration: Aug 25, 2005
Dual registered: yes, broker-dealer
Other names: Brad Napoli|BRAD MATTHEW NAPOLI
IAPD individual key: 4653288

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
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	n/a	yes	MOUNT LAUREL, NJ\|MARLTON, NJ	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Nov 1, 2019	Mar 31, 2025	no	MARLTON, NJ	Previous registration
BLACKROCK FINANCIAL MANAGEMENT, INC	Other adviser	Dec 15, 2010	Sep 17, 2019	no	NEW YORK, NY\|Princeton, NJ	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Feb 3, 2006	Jul 2, 2010	no	MT. LAUREL, NJ	Previous registration
MORGAN STANLEY DW INC.	n/a	Aug 25, 2005	Feb 6, 2006	no	MOUNT LAUREL, NJ	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
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
BLACKROCK FINANCIAL MANAGEMENT, INC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Sep 17, 2019	Nov 1, 2019	45	Firm change	Other
UBS FINANCIAL SERVICES INC.	BLACKROCK FINANCIAL MANAGEMENT, INC	Jul 2, 2010	Dec 15, 2010	166	Firm change	Other
MORGAN STANLEY DW INC.	UBS FINANCIAL SERVICES INC.	Feb 6, 2006	Feb 3, 2006	-3	Firm change	Other

Relationships

Registered with (5)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: current employment
Mar 31, 2025 to presentfactForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Nov 1, 2019 to Mar 31, 2025factForm ADV
→ BLACKROCK FINANCIAL MANAGEMENT, INCRegistered adviserregistration: previous registration
Dec 15, 2010 to Sep 17, 2019factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Feb 3, 2006 to Jul 2, 2010factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Aug 25, 2005 to Feb 6, 2006factForm ADV

Dated events

No dated event names this entity yet.