Brent J. Thurber

STRATEGIC ADVISERS LLC | Financial Consultant

SURPRISE, AZ

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CRD#: 3242644

Professional summary

Brent Jeffrey Thurber, who also goes by Brent J Thurber, Brent Jeffery Thurber, Brent Jeffrey Thurber, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Surprise, Arizona and FIDELITY BROKERAGE SERVICES LLC located in Peoria, Arizona.

Brent is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Brent has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.

Biography

With nearly 25 years industry experience, my passion has always been centered around client relationships and trust. As a Financial Consultant, I will partner with you to understand your particular goals and develop a plan tailored to your unique needs now and in the future.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brent J Thurber | Brent Jeffery Thurber | Brent Jeffrey Thurber

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 Brent Jeffrey Thurber'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

Arizona State University

Bachelor of Science (BS) - Electrical Engineering

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 7565 West Bell Road, Peoria, AZ 85382

RIA

CRD#: 104555

SURPRISE, AZ

Current

May 11, 2022 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 7565 West Bell Road, Peoria, AZ 85382

CRD#: 7784

Peoria, AZ

Past

June 21, 2022 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

PEORIA, AZ

Past

November 6, 2020 - April 1, 2022

USAA INVESTMENT SERVICES COMPANY

RIA

CRD#: 5475

Phoenix, AZ

Past

June 8, 2020 - April 1, 2022

USAA INVESTMENT SERVICES COMPANY

CRD#: 5475

Phoenix, AZ

Past

January 8, 2018 - July 30, 2020

USAA INVESTMENT SERVICES COMPANY

RIA

CRD#: 5475

Phoenix, AZ

Past

May 27, 2014 - January 8, 2018

USAA FINANCIAL PLANNING SERVICES

RIA

CRD#: 106352

PHOENIX, AZ

Past

May 9, 2014 - June 8, 2020

USAA FINANCIAL ADVISORS, INC.

CRD#: 129035

PHOENIX, AZ

Past

August 29, 2006 - April 30, 2014

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

PHOENIX, AZ

Past

July 28, 1999 - April 30, 2014

CHARLES SCHWAB & CO., INC.

CRD#: 5393

PHOENIX, AZ

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".

STRATEGIC ADVISERS LLC

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.

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

Arizona
(5/11/2022)

IAR

Arizona
(3/31/2025)

California
(5/11/2022)

Colorado
(5/11/2022)

Florida
(3/25/2023)

Illinois
(10/31/2022)

Indiana
(7/19/2024)

Iowa
(1/17/2024)

Kansas
(3/25/2023)

Massachusetts
(1/6/2023)

Michigan
(9/29/2023)

Montana
(9/29/2023)

Nevada
(5/11/2022)

New Jersey
(3/25/2023)

New Mexico
(5/11/2022)

Pennsylvania
(2/13/2023)

South Carolina
(3/1/2024)

Tennessee
(1/6/2023)

Texas
(12/12/2022)

IAR

Texas
(3/31/2025)

Utah
(5/11/2022)

Virginia
(3/25/2023)

Washington
(1/25/2023)

Wisconsin
(11/9/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/28/2006

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/27/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/27/1999

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 4/16/2003

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 3/27/2003

General Securities Sales Supervisor - Options Module Examination

SRO Registrations

FINRA

SRO Registrations

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

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)

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 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	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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Brent J. Thurber

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brent Jeffrey Thurber's CRS (Customer Relationship Summary).

Certified licenses

Education

Arizona State University

Experience

FIDELITY BROKERAGE SERVICES LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

USAA INVESTMENT SERVICES COMPANY

USAA INVESTMENT SERVICES COMPANY

USAA INVESTMENT SERVICES COMPANY

USAA FINANCIAL PLANNING SERVICES

USAA FINANCIAL ADVISORS, INC.

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

Primary Firm SEC Registration

STRATEGIC ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/28/2006

Series 63

Date: 8/27/1999

SIE

Date: 10/1/2018

Series 7

Date: 7/27/1999

Series 10

Date: 4/16/2003

Series 9

Date: 3/27/2003

FINRA

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

STRATEGIC ADVISERS LLC

TRUST BUT VERIFY

Contact information

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