DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Bryce Sagers

Strategic Advisers LLCnational BDIrvine, Cadual registrantIAPD 6242995

Certified Financial Planner

Feed of 09/14/2026

Also filed as Bryce Sagers

At current firm

1 y

since Mar 31, 2025

In the industry

12 y

since Nov 8, 2013 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Strategic Advisers LLC national BD current
since Mar 31, 2025 · Irvine, Ca
Fidelity Personal And Workplace Advisors former
Jan 24, 2024 to Mar 31, 2025 · Irvine, Ca
Rwa Wealth Partners independent RIA
Nov 3, 2023 to Dec 1, 2023 · Costa Mesa, Ca
Polaris Wealth Advisory Group former
Jun 14, 2023 to Nov 7, 2023 · Costa Mesa, Ca
E*Trade Capital Management, LLC former
Sep 7, 2021 to Jun 23, 2023 · Irvine, Ca
Vanguard Advisers, Inc. BD affiliated
Mar 31, 2020 to Sep 9, 2021 · Scottsdale, Az
E*Trade Capital Management, LLC former
Nov 26, 2014 to Mar 12, 2020 · Sandy, Ut

Moves

a registration end followed by a registration begin elsewhere

Fidelity Personal And Workplace Advisors to Strategic Advisers LLC
left Mar 31, 2025, registered Mar 31, 2025 (0 days) · corporate re-registration, not a move
Rwa Wealth Partners to Fidelity Personal And Workplace Advisors
left Dec 1, 2023, registered Jan 24, 2024 (54 days) · RIA to affiliated broker-dealer or bank
Polaris Wealth Advisory Group to Rwa Wealth Partners
left Nov 7, 2023, registered Nov 3, 2023 (-4 days) · RIA to RIA · moved with a team
E*Trade Capital Management, LLC to Polaris Wealth Advisory Group
left Jun 23, 2023, registered Jun 14, 2023 (-9 days) · RIA to RIA
Vanguard Advisers, Inc. to E*Trade Capital Management, LLC
left Sep 9, 2021, registered Sep 7, 2021 (-2 days) · Affiliated broker-dealer or bank to independent RIA
E*Trade Capital Management, LLC to Vanguard Advisers, Inc.
left Mar 12, 2020, registered Mar 31, 2020 (19 days) · RIA to affiliated broker-dealer or bank

Signals

Bryce Sagers left Rwa Wealth Partners for Fidelity Personal And Workplace Advisors (registered 2024-01-24)
Dec 1, 2023 · Advisor changed firm · fact
Bryce Sagers left Polaris Wealth Advisory Group for Rwa Wealth Partners (registered 2023-11-03)
Nov 7, 2023 · Advisor changed firm · fact
Bryce Sagers left E*Trade Capital Management, Llc for Polaris Wealth Advisory Group (registered 2023-06-14)
Jun 23, 2023 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: National broker-dealer RIAderived
Years in industry: 12derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address