Primerica Advisors
40yrs
Top advisor by experience in Land O Lakes
11yrs
Brian Sinclair
Financial advisor at Strategic Advisers
Brian Sinclair has worked in the financial industry for 11 years and is a fiduciary financial advisor based in Land O Lakes, Florida. Brian has been with Strategic Advisers since 2025; before that, Brian spent two years at Fidelity Personal and Workplace Advisors and less than a year at LPL Financial. 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 56 advisors with offices in Land O Lakes, and one of 53 fiduciaries.
At a glance
Experience11 years (since 2015)
How that compares ?More experience than 62% of advisors at Strategic Advisers
OfficeLand O Lakes, FL
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 ?2 states
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.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- Apr 2023 – Mar 2025Fidelity Personal and Workplace AdvisorsPreviously
- May 2022 – Jun 2022LPL Financial LLCPreviously
- 2019 – 2022Cuna Brokerage Services, Inc.Previously
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 Sinclair. Brian works from the Land O Lakes, FL office.
How long has Brian been a financial advisor?
Brian has been in the industry since 2015, about 11 years. More experience than 62% of advisors at Strategic Advisers.
What licenses does Brian hold?
Series 63, Series 65. 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.
Other advisors nearby
Raymond James Financial Services Advisors
39yrs
Top 4% by experience in Land O Lakes
Raymond James Financial Services Advisors
35yrs
Top 6% by experience in Land O Lakes
Strategic Advisers
35yrs
Top 1% by experience at Strategic Advisers
Cetera Investment Advisers
34yrs
Top 9% by experience in Land O Lakes
Primerica Advisors
34yrs
Top 10% by experience in Florida