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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)34 years in industry

BRADFORD WILLIAM RICHARDSON

Advisor at STRATEGIC ADVISERS LLC

BELLEVUE, WA

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Search this name across graphsid dfx:ria:63ddb15b-9421-bd32-2e4a-eb28fd8b2d2d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Feb 10, 2003 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 28, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Aug 28, 1992
First registration: Feb 10, 2003
Dual registered: yes, broker-dealer
Other names: BRAD RICHARDSON|BRADFORD WILLIAM RICHARDSON|Bradford Richardson
IAPD individual key: 2258239

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	BELLEVUE, WA	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Oct 23, 2018	Mar 31, 2025	no	BELLEVUE, WA	Previous registration
SCOTTRADE INVESTMENT MANAGEMENT	Former SEC adviser	Jan 17, 2017	Mar 9, 2018	no	SAINT LOUIS, MO	Previous registration
USAA FINANCIAL PLANNING SERVICES	Former SEC adviser	May 18, 2011	May 26, 2015	no	TAMPA, FL\|NEEDHAM, MA	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	Sep 29, 2010	Mar 28, 2011	no	CLEARWATER, FL\|TAMPA, FL\|TAMPA, FL\|TAMPA, FL\|TAMPA, FL\|TAMPA, FL\|CLEARWATER, FL	Previous registration
RAYMOND JAMES & ASSOCIATES, INC.	National bd RIA	Mar 30, 2006	Jul 7, 2009	no	ORLANDO, FL\|GREENVILLE, SC\|GREENVILLE, SC\|GREENVILLE, SC\|ORLANDO, FL\|GREENVILLE, SC	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Feb 10, 2003	Mar 1, 2006	no	ORLANDO, 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
SCOTTRADE INVESTMENT MANAGEMENT	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Mar 9, 2018	Oct 23, 2018	228	Firm change	Ibd to ibd
USAA FINANCIAL PLANNING SERVICES	SCOTTRADE INVESTMENT MANAGEMENT	May 26, 2015	Jan 17, 2017	602	Firm change after gap	Other
CHASE INVESTMENT SERVICES CORP.	USAA FINANCIAL PLANNING SERVICES	Mar 28, 2011	May 18, 2011	51	Firm change	Other
RAYMOND JAMES & ASSOCIATES, INC.	CHASE INVESTMENT SERVICES CORP.	Jul 7, 2009	Sep 29, 2010	449	Firm change after gap	Other
CHARLES SCHWAB & CO., INC.	RAYMOND JAMES & ASSOCIATES, INC.	Mar 1, 2006	Mar 30, 2006	29	Firm change	Ibd to ibd

Team moves

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

Team	Left	Joined	From	Kind
169988:288590:MO:2018-03-08	Mar 9, 2018	Oct 23, 2018	SAINT LOUIS, MO	Firm change

Relationships

Registered with (7)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: current employment
Mar 31, 2025 to presentfactForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Oct 23, 2018 to Mar 31, 2025factForm ADV
→ SCOTTRADE INVESTMENT MANAGEMENTRegistered adviserregistration: previous registration
Jan 17, 2017 to Mar 9, 2018factForm ADV
→ USAA FINANCIAL PLANNING SERVICESRegistered adviserregistration: previous registration
May 18, 2011 to May 26, 2015factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
Sep 29, 2010 to Mar 28, 2011factForm ADV
→ RAYMOND JAMES & ASSOCIATES, INC.Registered adviserregistration: previous registration
Mar 30, 2006 to Jul 7, 2009factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Feb 10, 2003 to Mar 1, 2006factForm ADV

Dated events

No dated event names this entity yet.