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Brenda E. Macarthur

STRATEGIC ADVISERS
ROCKLEDGE, FL
Some features on this profile are disabled
CRD#: 5143870
BM

Professional summary

Brenda E Macarthur, who also goes by Brenda Ellen Cwiklinski, Brenda Ellen Cwiklinski, Brenda Ellen Macarthur, Brenda Macarthur, Brenda E. Macarthur, Brenda Ellen Scherer, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Rockledge, Florida and FIDELITY BROKERAGE SERVICES LLC located in Smithfield, Rhode Island.

Brenda is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Brenda has worked at 9 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Brenda Ellen Cwiklinski | Brenda Ellen Cwiklinski | Brenda Ellen Macarthur | Brenda Macarthur | Brenda E. Macarthur | Brenda Ellen Scherer

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 Brenda E Macarthur'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

Experience

Current

May 18, 2026 - Present

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
ROCKLEDGE, FL
Current

April 27, 2026 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 900 Salem Street, Smithfield, RI 02917
BD
CRD#: 7784
Smithfield, RI
Past

October 22, 2024 - April 11, 2025

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
VIERA, FL
Past

October 17, 2024 - April 11, 2025

CETERA FINANCIAL SPECIALISTS LLC

BD
CRD#: 10358
VIERA, FL
Past

March 3, 2023 - October 12, 2024

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
INDIALANTIC, FL
Past

March 2, 2023 - October 12, 2024

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
INDIALANTIC, FL
Past

October 19, 2022 - January 3, 2023

INDEPENDENT FINANCIAL PARTNERS

RIA
CRD#: 125112
Cocoa Beach, FL
Past

September 8, 2022 - January 3, 2023

IFP SECURITIES, LLC

BD
CRD#: 297287
COCOA BEACH, FL
Past

January 10, 2019 - September 9, 2022

MORGAN STANLEY

RIA
CRD#: 149777
MELBOURNE, FL
Past

January 9, 2019 - September 9, 2022

MORGAN STANLEY

BD
CRD#: 149777
MELBOURNE, FL
Past

March 16, 2016 - December 14, 2018

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
VIERA, FL
Past

February 17, 2016 - December 14, 2018

CETERA FINANCIAL SPECIALISTS LLC

BD
CRD#: 10358
VIERA, FL
Past

December 1, 2014 - December 8, 2015

ALLEN & COMPANY OF FLORIDA, LLC

RIA
CRD#: 25
VIERA, FL
Past

February 12, 2014 - December 8, 2015

ALLEN & COMPANY OF FLORIDA, LLC

BD
CRD#: 25
VIERA, FL

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
(4/30/2026)
RR
Alaska
(4/30/2026)
RR
Arizona
(4/30/2026)
RR
Arkansas
(4/30/2026)
RR
California
(4/30/2026)
RR
Colorado
(4/30/2026)
RR
Connecticut
(4/30/2026)
RR
Delaware
(4/30/2026)
RR
District of Columbia
(4/30/2026)
RR
Florida
(4/27/2026)
RR
Georgia
(4/30/2026)
RR
Hawaii
(4/30/2026)
RR
Idaho
(4/30/2026)
RR
Illinois
(4/30/2026)
RR
Indiana
(4/30/2026)
RR
Iowa
(4/30/2026)
RR
Kansas
(4/30/2026)
RR
Kentucky
(4/30/2026)
RR
Louisiana
(4/30/2026)
RR
Maine
(4/30/2026)
RR
Maryland
(4/30/2026)
RR
Massachusetts
(4/30/2026)
RR
Michigan
(4/30/2026)
RR
Minnesota
(4/30/2026)
RR
Mississippi
(4/30/2026)
RR
Missouri
(4/30/2026)
RR
Montana
(4/30/2026)
RR
Nebraska
(4/30/2026)
RR
Nevada
(4/30/2026)
RR
New Hampshire
(4/30/2026)
RR
New Jersey
(4/30/2026)
RR
New Mexico
(4/30/2026)
RR
New York
(4/30/2026)
RR
North Carolina
(4/30/2026)
RR
North Dakota
(4/30/2026)
RR
Ohio
(5/3/2026)
RR
Oklahoma
(4/30/2026)
RR
Oregon
(4/30/2026)
RR
Pennsylvania
(4/30/2026)
RR
Puerto Rico
(4/30/2026)
RR
Rhode Island
(4/30/2026)
RR
South Carolina
(4/30/2026)
RR
South Dakota
(4/30/2026)
RR
Tennessee
(4/30/2026)
RR
Texas
(4/30/2026)
IAR
Texas
(5/18/2026)
RR
Utah
(4/30/2026)
RR
Vermont
(4/30/2026)
RR
Virgin Islands
(4/30/2026)
RR
Virginia
(4/30/2026)
RR
Washington
(4/30/2026)
RR
West Virginia
(4/30/2026)
RR
Wisconsin
(4/30/2026)
RR
Wyoming
(4/30/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/24/2014
Uniform Combined 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: 2/12/2014
General Securities Representative 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)
Loading...

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 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#: 104555Rockledge, FL

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