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Todd D. Muncy

STRATEGIC ADVISERS LLC
PHOENIX, AZ
Some features on this profile are disabled
CRD#: 1856654
TM

Professional summary

Todd Dexter Muncy, CFP®, who also goes by Todd Dexter Muncy, Todd D Muncy, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Phoenix, Arizona and FIDELITY BROKERAGE SERVICES LLC located in Salt Lake City, Utah.

Todd is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. Todd has worked at 20 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Todd Dexter Muncy | Todd D Muncy

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd Dexter Muncy's CRS (Customer Relationship Summary).
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®

Certified Financial Planner

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
PHOENIX, AZ
Current

March 3, 2022 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 49 North 400 West, Salt Lake City, UT 84101
BD
CRD#: 7784
Salt Lake City, UT
Past

March 11, 2022 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
SALT LAKE CITY, UT
Past

March 20, 2018 - September 8, 2021

VANGUARD ADVISERS, INC.

RIA
CRD#: 106715
Scottsdale, AZ
Past

March 20, 2018 - September 8, 2021

VANGUARD MARKETING CORPORATION

BD
CRD#: 7452
SCOTTSDALE, AZ
Past

February 27, 2018 - February 28, 2018

TD AMERITRADE, INC.

RIA
CRD#: 7870
PHOENIX, AZ
Past

February 26, 2018 - February 28, 2018

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 111514
OMAHA, NE
Past

February 26, 2018 - February 28, 2018

TD AMERITRADE, INC.

BD
CRD#: 7870
PHOENIX, AZ
Past

September 7, 2016 - February 26, 2018

SCOTTRADE INVESTMENT MANAGEMENT

RIA
CRD#: 169988
SAINT LOUIS, MO
Past

August 22, 2016 - February 26, 2018

SCOTTRADE, INC.

BD
CRD#: 8206
PHOENIX, AZ
Past

May 6, 2014 - August 26, 2014

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
PHOENIX, AZ
Past

April 17, 2014 - August 26, 2014

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
PHOENIX, AZ
Past

October 4, 2010 - November 8, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
CHANDLER, AZ
Past

September 27, 2010 - November 8, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
CHANDLER, AZ
Past

May 12, 2010 - September 15, 2010

USAA FINANCIAL PLANNING SERVICES

RIA
CRD#: 106352
PHOENIX, AZ
Past

April 30, 2010 - September 15, 2010

USAA FINANCIAL ADVISORS, INC.

BD
CRD#: 129035
PHOENIX, AZ
Past

July 17, 2006 - March 18, 2010

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
PHOENIX, AZ
Past

July 17, 2006 - March 18, 2010

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
PHOENIX, AZ
Past

February 20, 2006 - June 22, 2006

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
SURPRISE, AZ
Past

March 28, 2003 - March 15, 2004

CETERA FINANCIAL SPECIALISTS LLC

BD
CRD#: 10358
SCHAUMBURG, IL
Past

March 22, 1995 - July 31, 2001

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
WESTLAKE, TX
Past

July 31, 1993 - February 8, 1995

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

September 23, 1991 - July 31, 1993

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

July 8, 1991 - October 1, 1991

AMERICAN FRONTEER FINANCIAL CORPORATION

BD
CRD#: 1398
DENVER, CO
Past

August 17, 1988 - August 11, 1989

THE STUART-JAMES COMPANY, INCORPORATED

BD
CRD#: 11691
DENVER, CO

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
(3/3/2022)
RR
Alaska
(3/3/2022)
RR
Arizona
(3/3/2022)
IAR
Arizona
(3/31/2025)
RR
Arkansas
(3/3/2022)
RR
California
(3/3/2022)
RR
Colorado
(3/3/2022)
RR
Connecticut
(3/3/2022)
RR
Delaware
(3/3/2022)
RR
District of Columbia
(3/3/2022)
RR
Florida
(3/3/2022)
RR
Georgia
(3/3/2022)
RR
Hawaii
(3/3/2022)
RR
Idaho
(3/3/2022)
RR
Illinois
(3/3/2022)
RR
Indiana
(3/3/2022)
RR
Iowa
(3/3/2022)
RR
Kansas
(3/3/2022)
RR
Kentucky
(3/3/2022)
RR
Louisiana
(3/3/2022)
RR
Maine
(3/3/2022)
RR
Maryland
(3/3/2022)
RR
Massachusetts
(3/3/2022)
RR
Michigan
(3/3/2022)
RR
Minnesota
(3/3/2022)
RR
Mississippi
(3/3/2022)
RR
Missouri
(3/3/2022)
RR
Montana
(3/3/2022)
RR
Nebraska
(3/3/2022)
RR
Nevada
(3/3/2022)
RR
New Hampshire
(3/3/2022)
RR
New Jersey
(3/3/2022)
RR
New Mexico
(3/3/2022)
RR
New York
(3/3/2022)
RR
North Carolina
(3/3/2022)
RR
North Dakota
(3/3/2022)
RR
Ohio
(3/3/2022)
RR
Oklahoma
(3/3/2022)
RR
Oregon
(3/3/2022)
RR
Pennsylvania
(3/3/2022)
RR
Puerto Rico
(3/3/2022)
RR
Rhode Island
(3/3/2022)
RR
South Carolina
(3/3/2022)
RR
South Dakota
(3/3/2022)
RR
Tennessee
(3/3/2022)
RR
Texas
(3/3/2022)
IAR
Texas
(3/31/2025)
RR
Utah
(3/3/2022)
RR
Vermont
(3/3/2022)
RR
Virginia
(3/3/2022)
RR
Washington
(3/3/2022)
RR
West Virginia
(3/3/2022)
RR
Wisconsin
(3/3/2022)
RR
Wyoming
(3/3/2022)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/13/2006
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 8/2/1988
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/16/1988
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 8/9/2000
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 6/15/2000
General Securities Sales Supervisor - Options Module Examination
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)
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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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)
FIDELITY STRATEGIC DISCIPLINES (11/10/2025)
FIDELITY WEALTH SERVICES (9/10/2025)
STRATEGIC ADVISERS LLC (9/10/2025)
FIDELITY MANAGED FIDFOLIOS (3/31/2025)
FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)
FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

Regulatory assets under management

Total Number of Accounts2,486,631
AUM (Assets Under Management)$ 1,067,664,605,590

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
09/24/2025
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

STRATEGIC ADVISERS LLC

CRD#: 104555Phoenix, AZ

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