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.

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

Nov 1, 2010earliest registration or exam on IAPD

Years in industry

15derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S65|S63

First exam

Dec 31, 2010

First registration

Aug 6, 2012

Dual registered

yes, broker-dealer

Other names

Anthony Brown|ANTHONY KO BROWN

IAPD individual key

5870081

• Occurred

  May 31, 2023
  Advisor changed firm

  Anthony Brown left Ameriprise Financial Services, Llc for Fidelity Personal And Workplace Advisors (registered 2023-08-08)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e7b163c9-7b2e-baad-4581-dae52db15525

First observed

Aug 6, 2012

Last observed

Sep 15, 2026 5 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.