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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)25 years in industry

ROBERT BRADLEY CREEDLE

Advisor at STRATEGIC ADVISERS LLC

DURHAM, NC | HILLSBOROUGH, NC

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Search this name across graphsid dfx:ria:f5b17aac-0141-b5fe-481c-f24b1925bf41

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:16 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Apr 16, 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: Oct 31, 2000earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Oct 31, 2000
First registration: Apr 16, 2003
Dual registered: yes, broker-dealer
Other names: BRAD CREEDLE|ROBERT BRADLEY CREEDLE|Robert Creedle
IAPD individual key: 4258099

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	HILLSBOROUGH, NC\|DURHAM, NC	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Apr 25, 2022	Mar 31, 2025	no	DURHAM, NC	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Sep 20, 2016	Mar 28, 2022	no	DURHAM, NC\|RESEARCH TRIANGLE, NC\|DURHAM, NC\|CHAPEL HILL, NC\|CHAPEL HILL, NC	Previous registration
VALIC FINANCIAL ADVISORS, INC.	Bd affiliated wealth	Sep 6, 2011	Sep 14, 2016	no	DURHAM, NC\|DURHAM, NC	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Oct 5, 2004	Jul 27, 2011	no	DURHAM, NC\|CHAPEL HILL, NC\|RALEIGH, NC	Previous registration
WADDELL & REED	Former SEC adviser	Apr 16, 2003	May 3, 2004	no	RALEIGH, NC	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
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Mar 28, 2022	Apr 25, 2022	28	Firm change	Wirehouse to ibd
VALIC FINANCIAL ADVISORS, INC.	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Sep 14, 2016	Sep 20, 2016	6	Firm change	Other
WELLS FARGO ADVISORS	VALIC FINANCIAL ADVISORS, INC.	Jul 27, 2011	Sep 6, 2011	41	Firm change	Other
WADDELL & REED	WELLS FARGO ADVISORS	May 3, 2004	Oct 5, 2004	155	Firm change	Other

Team moves

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

Team	Left	Joined	From	Kind
7691:288590:NC:2022-03-23	Mar 28, 2022	Apr 25, 2022	CHAPEL HILL, NC	Firm change

Relationships

Registered with (6)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: current employment
Mar 31, 2025 to presentfactForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Apr 25, 2022 to Mar 31, 2025factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Sep 20, 2016 to Mar 28, 2022factForm ADV
→ VALIC FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Sep 6, 2011 to Sep 14, 2016factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Oct 5, 2004 to Jul 27, 2011factForm ADV
→ WADDELL & REEDRegistered adviserregistration: previous registration
Apr 16, 2003 to May 3, 2004factForm ADV

Dated events

Occurred
Mar 28, 2022
Advisor changed firm
Robert Bradley Creedle left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Fidelity Personal And Workplace Advisors (registered 2022-04-25)
Form ADVobserved 6 days ago