Braden Michael Coe
Investment Adviser Representative at Strategic Advisers LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Braden Michael Coe is an investment adviser representative with Strategic Advisers LLC in Sarasota, FL, where they have been registered since 2026. They have worked in the securities industry since 2026 and were previously registered with Osaic Wealth, Inc. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Florida and Texas.
Office
Advisors at this office: 50
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida, Texas
- Broker:
22 states and territories
Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Maryland, Massachusetts, Michigan, Minnesota, Missouri, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Texas, Virginia, Washington, Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- UnemployedOct 2025 – Apr 2026Bradenton, FL
- Fidelity InvestmentsApr 2026 – no end date reportedSarasota, FL
- Evolution Parking & Guest ServicesMay 2025 – Jun 2025Tampa, FL
- University OF South FloridaAug 2024 – May 2025Tampa, FL
- Tampa Yacht & Country CLUBMay 2024 – Aug 2024Tampa, FL
- University OF South FloridaAug 2022 – May 2024Tampa, FL
- Lighthouse Point MarinaMay 2022 – Aug 2022Lighthouse Point, FL
- University OF South FloridaAug 2021 – May 2022Tampa, FL
- PublixMar 2019 – Aug 2021Sea Ranch Lakes, FL
- Deerfield Middle/pompano HighschoolJun 2015 – Mar 2019Lighthouse Point, FL
- Osaic Wealth ManagementJul 2025 – Oct 2025Sarasota, FL
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Strategic Advisers LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 17,064
- Offices listed on AdvisorFinder:
- 3
- Main office:
- Boston, MA
- SEC file number:
- 801-13243
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 30, 2026
View full firm profileOther advisors at Strategic Advisers LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Braden Michael Coe has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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