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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)22 years in industry

WILLIAM PATRICK BRENNAN

Advisor at STRATEGIC ADVISERS LLC

LAKEWAY, TX | AUSTIN, TX

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Search this name across graphsid dfx:ria:4c73c6da-46e1-3456-b47b-4d1d58da7172

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:58 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Jun 18, 2007 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: Jun 23, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Jun 23, 2004
First registration: Jun 18, 2007
Dual registered: yes, broker-dealer
IAPD individual key: 4763566

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	AUSTIN, TX\|LAKEWAY, TX	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 13, 2018	Mar 31, 2025	no	BOSTON, MA\|WESTLAKE, TX\|AUSTIN, TX	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Aug 27, 2015	Jul 13, 2018	no	WESTLAKE, TX	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Sep 28, 2010	Jun 11, 2015	no	FT WORTH, TX	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Sep 28, 2010	Jun 11, 2015	no	FORT WORTH, TX\|WestLake, TX	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Jun 18, 2007	Sep 1, 2010	no	TAMPA, FL	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
STRATEGIC ADVISERS LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jul 13, 2018	Jul 13, 2018	0	Bulk transfer	Ibd to new firm
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	TD AMERITRADE, INC.	Jun 11, 2015	Sep 28, 2010	-1,717	Channel change	Other
TD AMERITRADE, INC.	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Jun 11, 2015	Sep 28, 2010	-1,717	Firm change after gap	Other
STRATEGIC ADVISERS LLC	TD AMERITRADE, INC.	Sep 1, 2010	Sep 28, 2010	27	Firm change	Ibd to new firm

Relationships

Registered with (4)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Aug 27, 2015 to Jul 13, 2018factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jul 13, 2018 to Mar 31, 2025factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Sep 28, 2010 to Jun 11, 2015factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Sep 28, 2010 to Jun 11, 2015factForm ADV

Dated events

No dated event names this entity yet.