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Bryan Wayne Schlundt

Bryan W. Schlundt

STRATEGIC ADVISERS LLC | VP, Branch Leader
ANAHEIM, CA
Some features on this profile are disabled
CRD#: 2623259
Bryan Wayne Schlundt

Professional summary

Bryan Wayne Schlundt, who also goes by Bryan W Schlundt, Bryan Wayne Schlundt, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Anaheim, California and FIDELITY BROKERAGE SERVICES LLC located in El Segundo, California.

Bryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Bryan has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 10 and Series 9 exams.

Biography

I am personally dedicated to helping individuals, families and businesses with their investment and financial needs. Fidelity has enabled me to do that professionally here in Pasadena as I lead a team of Financial Consultants that partner with our clients to build and implement financial plans.
top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Bryan W Schlundt | Bryan Wayne Schlundt

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 Bryan Wayne Schlundt'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®
None

Education

North Carolina State University

Bachelor of Engineering - Engineering

Indiana University

Bachelor of Economics - Economics

1994

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 123-127 South Lake Ave., Pasadena, CA 91101Office #3: 2009 Park Place, El Segundo, CA 90245
RIA
CRD#: 104555
ANAHEIM, CA
Current

January 17, 2021 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 2009 Park Place, El Segundo, CA 90245Office #2: 123-127 South Lake Ave., Pasadena, CA 91101
BD
CRD#: 7784
El Segundo, CA
Past

January 20, 2021 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
SEAL BEACH, CA
Past

June 19, 2007 - December 31, 2020

TD AMERITRADE, INC.

BD
CRD#: 7870
IRVINE, CA
Past

June 14, 2007 - December 31, 2020

TD AMERITRADE, INC.

RIA
CRD#: 7870
IRVINE, CA
Past

June 14, 2007 - January 11, 2021

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 111514
IRVINE, CA
Past

October 14, 2004 - December 15, 2005

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
IRVINE, CA
Past

September 29, 2004 - December 15, 2005

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
WESTLAKE, TX
Past

October 7, 2003 - September 22, 2004

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
SAND DIEGO, CA
Past

September 29, 2003 - September 22, 2004

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SMITHFIELD, RI
Past

August 31, 1999 - August 14, 2003

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
LAGUNA HILLS, CA
Past

June 23, 1998 - August 14, 2003

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
WESTLAKE, TX
Past

February 9, 1998 - June 2, 1998

BANC ONE SECURITIES CORPORATION

BD
CRD#: 16999
CHICAGO, IL
Past

September 20, 1997 - January 20, 1998

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
WESTLAKE, TX
Past

June 1, 1996 - September 22, 1997

NATCITY INVESTMENTS, INC.

BD
CRD#: 17490
CLEVELAND, OH
Past

November 1, 1995 - October 31, 1997

INDEPENDENT FINANCIAL SECURITIES, INC.

BD
CRD#: 19924
Past

October 17, 1995 - June 1, 1996

NATIONAL CITY INVESTMENTS CORPORATION

BD
CRD#: 17365

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
California
(1/17/2021)
IAR
California
(3/31/2025)
RR
Massachusetts
(1/17/2021)
RR
Texas
(1/17/2021)
IAR
Texas
(3/31/2025)
RR
Utah
(1/17/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/12/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/28/1995
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: 6/1/1995
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 11/3/1999
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 8/26/1999
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

VP, Branch LeaderCRD#: 104555Anaheim, CA

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