BRANDON C. PHELPS is an investment adviser representative (IAR) with state registration records since 2008, appearing at 5 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2025-02-04 | 2025-03-31 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2018-08-20 | 2023-10-05 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2014-02-03 | 2018-04-17 | — |
| AMERIPRISE FINANCIAL SERVICES, LLC | 2008-01-16 | 2008-03-11 | — |