Ogden Asset Management
47yrs
Top advisor by experience in Chagrin Falls
16yrs
Brian Self
Financial advisor at Strategic Advisers
Brian Self has worked in the financial industry for 16 years and is a fiduciary financial advisor based in Chagrin Falls, Ohio. Brian has been with Strategic Advisers since 2025; before that, Brian spent two years at LPL Financial and two years at Key Investment Services. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 67 advisors with offices in Chagrin Falls, and one of 56 fiduciaries.
At a glance
Experience16 years (since 2011)
How that compares ?Top 23% by experience at Strategic Advisers
OfficeChagrin Falls, OH
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Jul 2025 – nowStrategic Advisers LLCCurrent firm
- Mar 2023 – Dec 2024LPL Financial LLCPreviously
- Jun 2021 – Mar 2023Key Investment Services LLCPreviously
- Nov 2020 – May 2021J.P. Morgan Securities LLCPreviously
- 2018 – 2020Citizens Securities, Inc.Previously
- Dec 2016 – Mar 2018Scottrade Investment ManagementPreviously
- Jan 2011 – Dec 2012Edward JonesPreviously
Questions to ask Brian
Tailored to Brian’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Brian
How do I contact Brian?
Call Strategic Advisers at 617-563-7000 and ask for Brian Self. Brian works from the Chagrin Falls, OH office.
How long has Brian been a financial advisor?
Brian has been in the industry since 2011, about 16 years. Top 23% by experience at Strategic Advisers.
What licenses does Brian hold?
Series 66. Tap any license on this page to see what it allows.
Is Brian a fiduciary?
Brian is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brian paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Brian for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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