Brock
Riley

Strategic Advisers LLC

CRD#7860670
Investment Advisor
in Merrimack, NH

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About this Advisor

Brock Riley is a financial advisor based in Merrimack, New Hampshire, working with Strategic Advisers LLC. Brock has previously worked with organizations including Tyngsborough Public Schools, Chatham Anglers, Great Britain National Baseball Team, New Balance Training Center, Lowell Public Schools, Pepperell Beverage, Franklin Pierce University, University Of Maine, Salem State University, Fidelity Investments, Lake Erie Crushers, New York Boulders, Great Falls Voyagers, Empire State Greys, Bartlett Community Partnership School, Lowell Collegiate Charter School, and Noreasters Baseball. Brock has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Massachusetts, New Hampshire, and Texas. Currently, Brock is part of Strategic Advisers LLC, which operates out of Merrimack, New Hampshire. The firm has 240 offices and 16,291 employees. Strategic Advisers LLC manages assets totaling $1.1 trillion and serves both charitable organizations and high-net-worth clients. The firm offers services such as financial planning, portfolio management for individuals, small businesses, investment companies, and institutional clients, selection of other advisers, educational seminars, and other services. The fee structure at Strategic Advisers LLC includes asset-based, fixed, and other fees.

Certifications and Registrations

Series 66, Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

Two Contra Way
Merrimack, NH 03054-4334

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Strategic Advisers LLC Brokerage Details

Total Assets Under Management

$1,067,664,605,590

NH Average: $16,012,751,954
Total Number of Employees

16,291

NH Average: 118
Total Number of Accounts

2,486,631

NH Average: 4,567
Average Account Size

$429,362

NH Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Brock Riley Work History

2024 - Present (1 year)

Fidelity Investments

2023 - 2024 (1 year)

Great Britain National Baseball Team

2022 - 2023 (1 year)

Chatham Anglers

2022 - 2022 (< 1 year)

Empire State Greys

2021 - 2023 (2 years)

Tyngsborough Public Schools

2021 - 2021 (< 1 year)

Great Falls Voyagers

2020 - 2021 (1 year)

New Balance Training Center

2020 - 2020 (< 1 year)

New York Boulders

2020 - 2020 (< 1 year)

Lowell Collegiate Charter School

2020 - 2021 (1 year)

Noreasters Baseball

2019 - 2020 (1 year)

Lowell Public Schools

2019 - 2019 (< 1 year)

Lake Erie Crushers

2019 - 2020 (1 year)

Bartlett Community Partnership School

2017 - 2021 (4 years)

Pepperell Beverage

2017 - 2020 (3 years)

Salem State University

2016 - 2017 (1 year)

University Of Maine

2014 - 2016 (2 years)

Franklin Pierce University

Disclosures

Please visit the SEC profile of Brock Riley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Strategic Advisers LLC

David Hoxer
Bountiful, UT
Sarah Huckins
Portland, ME
Victoria Bonadio
Fort Lauderdale, FL
Logan Doane
Cincinnati, OH
Connor Dionisopoulos
Broadview Heights, OH
Hampe Farmer
Birmingham, AL
Joseph Boggio
Midlothian, VA
Ryan Honken
Hopkins, MN

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