Owen M. Munsill
STRATEGIC ADVISERS LLC | Investment Consultant
CITRUS HEIGHTS, CA
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CRD#: 6238910
Professional summary
Owen Matthew Munsill, who also goes by Owen Munsill, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Citrus Heights, California and FIDELITY BROKERAGE SERVICES LLC located in Sacramento, California.
Owen is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Owen has worked at 7 firms and has passed the Series 66, SIE, Series 7 and Series 6 exams.
Biography
I have been in the financial industry for more than a decade. I understand the importance of learning about the unique goals and values of each of my clients. Throughout the planning process, I collaborate with my clients to build and maintain their personalized financial plans. This allows me to recommend a strategy that aligns with each client's specific situation and purpose.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Owen Munsill
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 Owen Matthew Munsill'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®
NoneEducation
Arizona State University
Bachelor of Science (BS) - Communication
2017
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #3: 2277 Fair Oaks Blvd Stes 150,155, Sacramento, CA 95825RIA
CRD#: 104555
CITRUS HEIGHTS, CA
Current
September 13, 2019 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 2277 Fair Oaks Blvd Stes 150,155, Sacramento, CA 95825BD
CRD#: 7784
SACRAMENTO, CA
Past
September 23, 2019 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
SACRAMENTO, CA
Past
February 6, 2015 - September 4, 2019
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
ROSEVILLE, CA
Past
February 5, 2015 - September 4, 2019
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
ROSEVILLE, CA
Past
October 20, 2014 - January 5, 2015
J.P. MORGAN SECURITIES LLC
RIA
CRD#: 79
ROSEVILLE,, CA
Past
October 20, 2014 - January 5, 2015
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
ROSEVILLE,, CA
Past
October 18, 2013 - February 14, 2014
EDWARD JONES
BD
CRD#: 250
ST. LOUIS, MO
Past
September 23, 2013 - October 21, 2013
U.S. BANCORP ADVISORS, LLC
BD
CRD#: 14455
SACRAMENTO, CA
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(9/26/2019)
RR
Arizona(9/20/2019)
RR
California(9/13/2019)
IAR
California(3/31/2025)
RR
Colorado(9/16/2019)
RR
Connecticut(6/16/2025)
RR
Florida(9/20/2019)
RR
Idaho(9/20/2019)
RR
Kansas(10/17/2023)
RR
Maryland(3/1/2024)
RR
Massachusetts(9/20/2019)
RR
Montana(9/20/2019)
RR
Nevada(9/30/2019)
RR
New York(9/23/2025)
RR
North Carolina(3/1/2024)
RR
Oregon(10/11/2019)
RR
South Carolina(11/22/2024)
RR
South Dakota(6/16/2025)
RR
Texas(9/20/2019)
IAR
Texas(3/31/2025)
RR
Utah(9/20/2019)
RR
Virginia(9/29/2023)
RR
Wyoming(9/19/2019)
Exams
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
Investment ConsultantCRD#: 104555Citrus Heights, CATRUST BUT VERIFY
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Contact information
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