Brian W. Chambers
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
ESCONDIDO, CA
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CRD#: 2937870
Professional summary
Brian Wayne Chambers is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Escondido, California and FIDELITY BROKERAGE SERVICES LLC located in San Diego, California.
Brian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Brian has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 10 and Series 9 exams.
Biography
I guide, and hopefully inspire, my clients by helping them build a flexible plan that's designed to adapt to your changing needs and help grow and protect your wealth over time. I find it truly rewarding to help my clients through their important financial decisions and to help them to navigate uncertain times.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
CRS (Client Relationship Summary) - RIA
Click below to view Brian Wayne Chambers'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
Northern Arizona University
Bachelor of Arts (BA) - Economics
1996
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 16745 West Bernardo Drive Suite 110, San Diego, CA 92127RIA
CRD#: 104555
ESCONDIDO, CA
Current
January 3, 2005 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 16745 West Bernardo Drive Suite 110, San Diego, CA 92127BD
CRD#: 7784
SAN DIEGO, CA
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
SAN DIEGO, CA
Past
March 2, 2005 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
SAN DIEGO, CA
Past
July 1, 2003 - December 3, 2004
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
SAN DIEGO, CA
Past
July 1, 2003 - December 3, 2004
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
ST. LOUIS, MO
Past
February 19, 1999 - July 1, 2003
PRUDENTIAL EQUITY GROUP, LLC
RIA
CRD#: 7471
SAN DIEGO, CA
Past
October 27, 1998 - July 1, 2003
PRUDENTIAL EQUITY GROUP, LLC
BD
CRD#: 7471
NEW YORK, NY
Past
October 23, 1997 - October 29, 1998
CHATFIELD DEAN & CO., INC.
BD
CRD#: 14714
GREENWOOD VILLAGE, 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(1/4/2019)
RR
Arizona(1/3/2005)
RR
Arkansas(6/4/2021)
RR
California(1/3/2005)
IAR
California(3/31/2025)
RR
Colorado(8/9/2017)
RR
Connecticut(6/3/2020)
RR
Florida(1/5/2018)
RR
Georgia(5/8/2023)
RR
Hawaii(1/5/2018)
RR
Idaho(8/9/2017)
RR
Illinois(6/18/2020)
RR
Kansas(9/29/2023)
RR
Maine(2/7/2020)
RR
Massachusetts(1/3/2013)
RR
Michigan(6/3/2020)
RR
Minnesota(6/4/2021)
RR
Mississippi(11/23/2021)
RR
Missouri(3/4/2022)
RR
Montana(4/23/2020)
RR
Nevada(4/19/2017)
RR
New Jersey(2/7/2020)
RR
New Mexico(2/7/2020)
RR
New York(2/7/2020)
RR
North Carolina(1/7/2018)
RR
Ohio(4/24/2020)
RR
Oklahoma(7/6/2022)
RR
Oregon(1/2/2015)
RR
Pennsylvania(1/4/2019)
RR
Puerto Rico(10/8/2021)
RR
South Dakota(1/25/2021)
RR
Tennessee(10/8/2021)
RR
Texas(7/18/2017)
IAR
Texas(3/31/2025)
RR
Utah(1/5/2018)
RR
Vermont(1/5/2018)
RR
Virginia(7/1/2016)
RR
Washington(1/3/2013)
RR
Wisconsin(6/3/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
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
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
Vice President, Financial ConsultantCRD#: 104555Escondido, CATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
