BRYAN BALES is an investment adviser representative (IAR) with state registration records since 2001, appearing at 6 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2018-07-13 | 2025-03-31 | — |
| STRATEGIC ADVISERS LLC | 2017-01-10 | 2018-07-13 | — |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 2014-09-09 | 2016-09-23 | — |
| TRANSAMERICA RETIREMENT ADVISORS, LLC | 2014-01-10 | 2014-09-03 | — |
| STRATEGIC ADVISERS LLC | 2005-02-24 | 2008-10-30 | — |
| FIDELITY BROKERAGE SERVICES LLC | 2005-01-28 | 2005-09-08 | — |
| RIGGS CAPITAL MANAGEMENT, LLC | 2003-04-01 | 2005-01-10 | — |
| STRATEGIC ADVISERS LLC | 2001-01-26 | 2003-02-19 | — |