Pamela L. Thalund
STRATEGIC ADVISERS LLC | Vice President, Wealth Planner
WALNUT CREEK, CA
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CRD#: 1816440
Professional summary
Pamela L. Thalund, who also goes by Pamela Lynne Elliott, Pamela Lynne Thalund, Pamela Thalund, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Walnut Creek, California and FIDELITY BROKERAGE SERVICES LLC located in Walnut Creek, California.
Pamela is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. Pamela has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 9, Series 10, Series 24 and Series 8 exams.
Biography
I leverage my 30 years of financial services experience along with the vast resources available at Fidelity to ensure my clients are using strategies and investments that will help them work toward their unique goals. I develop personal relationships which helps me understand each client's individual situation, and then collaborate with them to build, implement and maintain a personalized plan. This helps my clients feel more confident in knowing where they are going and how to get there.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Pamela Lynne Elliott | Pamela Lynne Thalund | Pamela Thalund
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.
OAA#: 20465 | Org Name:Pinnacle Consulting | Org Addr:Arvada, CO, US | Nature of Bus:Accounting Services provided by my father. | Invst Rel:N | Title:President | Duties:None | Start Dt:05/03/2004 | Total Hrs p/m:.01 | Sec Trdng Hrs p/m:0
CRS (Client Relationship Summary) - RIA
Click below to view Pamela L. Thalund'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®
NoneEducation
University of Southern California
Bachelor of Science (BS) - Communication
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 2001 North Main Street Three Ygnacio Center, Ste 100, Walnut Creek, CA 94596RIA
CRD#: 104555
WALNUT CREEK, CA
Current
December 11, 2012 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 2001 North Main Street Three Ygnacio Center, Ste 100, Walnut Creek, CA 94596BD
CRD#: 7784
Walnut Creek, CA
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
WALNUT CREEK, CA
Past
February 11, 2013 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
WALNUT CREEK, CA
Past
April 25, 2008 - September 12, 2012
TD AMERITRADE, INC.
BD
CRD#: 7870
JERSEY CITY, NJ
Past
July 15, 1996 - January 23, 1997
WASHINGTON DISCOUNT BROKERAGE CORP.
BD
CRD#: 34217
NEW YORK, NY
Past
March 6, 1990 - June 2, 2006
TD AMERITRADE, INC.
BD
CRD#: 7870
NEW YORK, NY
Past
February 28, 1989 - February 6, 1990
MORGAN STANLEY DW INC.
BD
CRD#: 7556
PURCHASE, NY
Past
March 30, 1988 - January 19, 1989
BLINDER, ROBINSON & CO., INC.
BD
CRD#: 5096
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
Arizona(10/21/2019)
RR
California(12/11/2012)
IAR
California(3/31/2025)
RR
Colorado(11/30/2016)
RR
Connecticut(10/25/2024)
RR
Florida(1/4/2019)
RR
Georgia(8/13/2021)
RR
Minnesota(5/6/2022)
RR
Montana(8/10/2017)
RR
Nevada(12/11/2012)
RR
New Hampshire(4/15/2022)
RR
New Jersey(12/4/2017)
RR
North Carolina(10/21/2019)
RR
Ohio(4/8/2025)
RR
Oklahoma(11/30/2016)
RR
Oregon(9/9/2016)
RR
Rhode Island(2/17/2025)
RR
Tennessee(8/13/2021)
RR
Texas(8/2/2019)
IAR
Texas(3/31/2025)
RR
Washington(11/30/2016)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 2/19/1991
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, Wealth PlannerCRD#: 104555Walnut Creek, CATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
