Brandon L. Corvin
STRATEGIC ADVISERS LLC | Financial Consultant
PHOENIX, AZ
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CRD#: 5813213
Professional summary
Brandon Lee Corvin, CFP®, who also goes by Brandon L Corvin, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Phoenix, Arizona and FIDELITY BROKERAGE SERVICES LLC located in Scottsdale, Arizona.
Brandon is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Brandon has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Biography
As your Financial Consultant, I will partner with you to understand your short- and long-term goals and to help you build a financial plan that is tailored to work towards your unique financial goals. Building strong relationships with my clients and their families is of the utmost importance to me and I work hard to maintain a deep level of trust, reliability, and competency.
Question & Answer
What are your service offerings?
Investment Planning
Comprehensive Financial Planni...
Education Planning
Retirement Planning
What is your minimum asset requirement?
250K
Are you a "fiduciary"?
Yes
Aliases
Brandon L Corvin
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 Brandon Lee Corvin'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®
CFP®
Start date: 2021
Education
Grand Canyon University
Bachelor of Science (BS) - Applied Management
2018
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 7171 E Paradise Lane, Scottsdale, AZ 85254-2155RIA
CRD#: 104555
PHOENIX, AZ
Current
November 14, 2019 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 7171 E Paradise Lane, Scottsdale, AZ 85254BD
CRD#: 7784
SCOTTSDALE, AZ
Past
December 4, 2019 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
SCOTTSDALE, AZ
Past
September 7, 2018 - November 7, 2019
RAYMOND JAMES & ASSOCIATES, INC.
RIA
CRD#: 705
SCOTTSDALE, AZ
Past
September 4, 2018 - November 7, 2019
RAYMOND JAMES & ASSOCIATES, INC.
BD
CRD#: 705
SCOTTSDALE, AZ
Past
February 8, 2016 - September 4, 2018
MORGAN STANLEY
RIA
CRD#: 149777
SCOTTSDALE, AZ
Past
September 28, 2015 - September 4, 2018
MORGAN STANLEY
BD
CRD#: 149777
SCOTTSDALE, AZ
Past
October 1, 2012 - March 21, 2014
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
FOUNTAIN HILLS, AZ
Past
July 14, 2010 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
BD
CRD#: 25574
ALOHA, OR
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(11/14/2024)
RR
Alaska(1/6/2024)
RR
Arizona(11/15/2019)
IAR
Arizona(3/31/2025)
RR
California(11/15/2019)
RR
Colorado(11/15/2019)
RR
Florida(3/4/2022)
RR
Illinois(3/4/2022)
RR
Indiana(1/5/2025)
RR
Iowa(3/25/2023)
RR
Michigan(2/2/2022)
RR
Missouri(9/29/2023)
RR
Nebraska(11/20/2024)
RR
New Jersey(1/19/2024)
RR
New Mexico(11/15/2019)
RR
New York(2/19/2021)
RR
Oregon(1/4/2023)
RR
Tennessee(9/13/2022)
RR
Texas(5/6/2022)
IAR
Texas(3/31/2025)
RR
Utah(3/1/2024)
RR
Virginia(8/23/2024)
RR
Washington(6/2/2022)
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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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Phoenix, AZTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
