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Bryan Alan Brumund

Bryan A. Brumund

STRATEGIC ADVISERS LLC | Financial Consultant
PORTLAND, OR
Some features on this profile are disabled
CRD#: 3249075
Bryan Alan Brumund

Professional summary

Bryan Alan Brumund, CIMA® is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Portland, Oregon and FIDELITY BROKERAGE SERVICES LLC located in Tigard, Oregon.

Bryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Bryan has worked at 10 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 3, Series 7, Series 6 and Series 30 exams.

Biography

With over 20 years of experience in the financial services industry, I am committed to helping my clients pursue their personal goals through a customized financial plan designed to work towards meeting their unique needs and desires.
top-8-questions

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan Alan Brumund'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®
CIMA®

Certified Investment Management Analyst

Education

Loyola University

Master of Business Administration (MBA) - Finance

2004

Miami University

Bachelor of Science (BS) - Marketing

1999

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 7493 Sw Bridgeport Road Bridgeport Village, Tigard, OR 97224
RIA
CRD#: 104555
PORTLAND, OR
Current

December 8, 2020 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 7493 Sw Bridgeport Road Bridgeport Village, Tigard, OR 97224
BD
CRD#: 7784
Tigard, OR
Past

December 11, 2020 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
BRIDGEPORT VILLAGE TIGARD, OR
Past

July 25, 2016 - December 10, 2019

RESOURCE SECURITIES LLC

BD
CRD#: 133022
PHILADELPHIA, PA
Past

June 20, 2011 - July 18, 2016

STEBEN & COMPANY, LLC

BD
CRD#: 117808
EXCELSIOR, MN
Past

March 15, 2011 - June 13, 2011

SIP NORDIC AMERICA LLC

BD
CRD#: 153094
STAMFORD, CT
Past

September 7, 2007 - February 15, 2011

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
NEW YORK, NY
Past

February 2, 2005 - June 5, 2007

FORESIDE PLAZA DISTRIBUTORS, LLC

BD
CRD#: 103739
PORTLAND, ME
Past

June 4, 2003 - December 9, 2004

DWS INVESTMENT MANAGEMENT AMERICAS, INC.

RIA
CRD#: 104518
CHICAGO, IL
Past

November 9, 1999 - December 9, 2004

DWS DISTRIBUTORS, INC.

BD
CRD#: 37306
CHICAGO, IL

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
Alaska
(11/26/2021)
RR
Arizona
(12/8/2020)
RR
California
(12/8/2020)
RR
Colorado
(8/7/2025)
RR
Florida
(3/14/2022)
RR
Idaho
(12/8/2020)
RR
Illinois
(3/4/2022)
RR
Massachusetts
(10/3/2022)
RR
Michigan
(1/4/2025)
RR
Montana
(9/19/2024)
RR
Nevada
(3/20/2024)
RR
New Mexico
(12/8/2020)
RR
New York
(8/28/2024)
RR
North Carolina
(5/19/2023)
RR
Oklahoma
(7/31/2024)
RR
Oregon
(12/8/2020)
IAR
Oregon
(3/31/2025)
RR
South Carolina
(3/25/2023)
RR
South Dakota
(6/16/2023)
RR
Texas
(6/10/2022)
IAR
Texas
(3/31/2025)
RR
Utah
(12/8/2020)
RR
Virginia
(5/3/2024)
RR
Washington
(12/8/2020)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/3/2020
Uniform Combined State Law Examination
State Security Law Exam
IAR
Series 65
Date: 6/3/2003
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 11/16/1999
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 3
Date: 7/31/2011
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 9/15/2000
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 11/8/1999
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 30
Date: 7/15/2011
NFA Branch Manager 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

Financial ConsultantCRD#: 104555Portland, OR

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Contact information

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xxxxx@xxxx.xxx

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