Cogdell O. Bradshaw
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
HOUSTON, TX
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CRD#: 2064933
Professional summary
Cogdell O Bradshaw, CFP®, who also goes by Cogdell Oneal Bradshaw, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Houston, Texas and FIDELITY BROKERAGE SERVICES LLC located in Houston, Texas.
Cogdell is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1990. Cogdell has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 10, Series 9 and Series 8 exams.
Biography
Fidelity is a trusted brand name that I am proud to have worked for over the past 30 years. I have enjoyed helping clients develop, implement, and maintain their financial plans.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Cogdell Oneal Bradshaw
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
OBA-93002|OrgNmn:El Prado 33 LLC|Org Addr:Houston,Texas,US|OBA Nature:Purchasing Vacation Home in Co|Invst Rel:Y|Title:Manager|Duties:None |StrtDt:|TotHrs/mon:0.01|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Cogdell O Bradshaw's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2007
Education
The University of Texas at Austin
Bachelor of Business Administration - Finance
1991
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 12532 Memorial Drive, Houston, TX 77024RIA
CRD#: 104555
HOUSTON, TX
Current
November 26, 1991 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 12532 Memorial Drive, Houston, TX 77024BD
CRD#: 7784
Houston, TX
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
HOUSTON, TX
Past
August 14, 2000 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
HOUSTON, TX
Past
June 25, 1990 - October 22, 1991
TITAN/VALUE EQUITIES GROUP, INC.
BD
CRD#: 6359
IRVINE, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(1/3/2002)
RR
Alaska(4/16/2010)
RR
Arizona(12/2/2011)
RR
Arkansas(8/14/2017)
RR
California(1/2/2004)
RR
Colorado(7/18/2001)
RR
District of Columbia(3/4/2022)
RR
Florida(1/2/2004)
RR
Georgia(2/22/2002)
RR
Hawaii(8/14/2017)
RR
Idaho(8/14/2017)
RR
Illinois(5/4/2017)
RR
Indiana(8/11/2020)
RR
Iowa(8/14/2017)
RR
Kansas(8/14/2017)
RR
Kentucky(5/5/2020)
RR
Louisiana(3/19/2001)
RR
Maine(7/18/2002)
RR
Maryland(8/14/2017)
RR
Massachusetts(5/6/2015)
RR
Michigan(5/11/2007)
RR
Minnesota(8/14/2017)
RR
Mississippi(11/15/2001)
RR
Missouri(3/25/2023)
RR
Montana(3/4/2022)
RR
Nebraska(9/28/2021)
RR
Nevada(8/14/2017)
RR
New Jersey(2/10/2014)
RR
New Mexico(3/7/2006)
RR
New York(9/8/2009)
RR
North Carolina(2/18/2011)
RR
Ohio(3/25/2020)
RR
Oklahoma(9/29/2006)
RR
Oregon(3/26/2008)
RR
Pennsylvania(7/29/2013)
RR
South Carolina(7/28/2016)
RR
South Dakota(8/14/2017)
RR
Tennessee(1/2/2004)
RR
Texas(1/6/1997)
IAR
Texas(3/31/2025)
RR
Utah(8/14/2017)
RR
Virginia(1/19/2012)
RR
Washington(3/25/2020)
RR
West Virginia(8/11/2020)
RR
Wyoming(8/20/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 11/10/1997
General Securities Sales Supervisor Examination (Options Module & General Module)SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Vice President, Financial ConsultantCRD#: 104555Houston, TXTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
