BRIAN WESTERHOFF is an investment adviser representative (IAR) with state registration records since 2014, 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 | 2020-06-08 | 2025-03-31 | — |
| CHARLES SCHWAB & CO., INC. | 2019-02-21 | 2020-05-11 | — |
| FINANCIAL ENGINES ADVISORS L.L.C. | 2017-06-19 | 2018-05-10 | — |
| SCOTTRADE INVESTMENT MANAGEMENT | 2014-09-17 | 2016-12-09 | — |