Dustin T. Fier
STRATEGIC ADVISERS LLC | Financial Consultant
PORTLAND, ME
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CRD#: 5371347
Professional summary
Dustin Taylor Fier, CFP®, who also goes by Dustin Fier, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Portland, Maine and FIDELITY BROKERAGE SERVICES LLC located in Portland, Maine.
Dustin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Dustin has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Biography
I am passionate about working with clients to continue to build value and trust through personal planning and collaboration. We will focus on the goals that are most important to you and your family by utilizing the scope of tools and resources provided by Fidelity.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Dustin Fier
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.
OBA-68360|OrgNmn:Olive and Co Events|Org Addr:Portland,Maine,US|OBA Nature:Wedding Planning and Event Man|Invst Rel:N|Title:Independent Contractor|Duties:Assist with set up and tear down before, during, and after weddings.|StrtDt:05-05-2022|TotHrs/mon:6|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Dustin Taylor Fier'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®
Education
Minnesota State University
Bachelor of Science (BS) - Finance
2008
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 190 Middle Street Suite 201 & 701, Portland, ME 04101-6423RIA
CRD#: 104555
PORTLAND, ME
Current
July 30, 2020 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 190 Middle Street Suite 201 & 701, Portland, ME 04101-6423BD
CRD#: 7784
PORTLAND, ME
Past
August 5, 2020 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
PORTLAND, ME
Past
October 1, 2014 - July 17, 2020
COMMONWEALTH FINANCIAL NETWORK
RIA
CRD#: 8032
CUMBERLAND FORESIDE, ME
Past
September 23, 2014 - July 17, 2020
COMMONWEALTH FINANCIAL NETWORK
BD
CRD#: 8032
CUMBERLAND FORESIDE, ME
Past
January 24, 2011 - August 22, 2014
USAA FINANCIAL PLANNING SERVICES
RIA
CRD#: 106352
COLORADO SPRINGS, CO
Past
August 30, 2010 - August 22, 2014
USAA FINANCIAL ADVISORS, INC.
BD
CRD#: 129035
COLORADO SPRINGS, CO
Past
June 23, 2008 - August 5, 2010
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
HUDSON, WI
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(11/30/2021)
RR
Connecticut(11/30/2021)
RR
District of Columbia(1/9/2024)
RR
Florida(10/21/2020)
RR
Louisiana(12/2/2022)
RR
Maine(7/31/2020)
IAR
Maine(3/31/2025)
RR
Massachusetts(10/21/2020)
RR
Montana(6/28/2024)
RR
New Hampshire(10/21/2020)
RR
New Jersey(3/25/2023)
RR
New York(3/9/2023)
RR
North Carolina(1/4/2024)
RR
Ohio(12/1/2021)
RR
South Carolina(5/19/2023)
RR
Utah(5/5/2022)
RR
Vermont(10/21/2020)
RR
Virginia(11/30/2021)
RR
Wisconsin(11/19/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product 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
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Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Portland, METRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
