Bryan P. Sabalvaro
Professional summary
Bryan Phillip Sabalvaro, CFP®, who also goes by Bryan Phillip Sabalvaro, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Sherman Oaks, California and FIDELITY BROKERAGE SERVICES LLC located in Woodland Hills, California.
Bryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Bryan has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Bryan Phillip Sabalvaro's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2014
Experience
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 6363 Topanga Canyon Blvd, Woodland Hills, CA 91367-2215December 14, 2016 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 6363 Topanga Canyon Boulevard, Woodland Hills, CA 91367-2215July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
January 4, 2017 - July 13, 2018
STRATEGIC ADVISERS LLC
November 19, 2012 - November 29, 2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
November 19, 2012 - November 29, 2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
June 18, 2012 - November 16, 2012
TD AMERITRADE, INC.
June 18, 2012 - November 16, 2012
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
May 28, 2012 - November 16, 2012
TD AMERITRADE, INC.
August 29, 2011 - April 27, 2012
WELLS FARGO CLEARING SERVICES, LLC
Primary Firm SEC Registration
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(12/14/2016)
(12/14/2016)
(3/31/2025)
(8/8/2020)
(4/15/2020)
(4/15/2020)
(7/21/2023)
(4/15/2020)
(3/25/2023)
(11/17/2017)
(8/26/2025)
(4/15/2020)
(3/31/2025)
(11/17/2017)
(4/15/2020)
Exams
FINRA
New York Stock Exchange
Current Firm
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
Contact information
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
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.
