Lonnie A. Brink
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
ALBUQUERQUE, NM
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CRD#: 6579433
Professional summary
Lonnie Aaron Brink, CFP®, who also goes by Lonnie A Brink, Lonnie Aaron Brink, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Albuquerque, New Mexico and FIDELITY BROKERAGE SERVICES LLC located in Albuquerque, New Mexico.
Lonnie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Lonnie has worked at 4 firms and has passed the Series 66, SIE, Series 7, Series 9 and Series 10 exams.
Biography
Better outcomes are the result of having a plan that instills confidence and an advisor you can trust. Our partnership centers on the industry leading resources of Fidelity and a goal-focused approach that guides your next financial move. Together, we will navigate the complexities of the markets to ensure you stay on track.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Lonnie A Brink | Lonnie Aaron Brink
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 Lonnie Aaron Brink'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
University of New Mexico
Master of Business Administration (MBA) - General
2019
University of New Mexico
Bachelor of Business Administration - Finance
2015
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 2100 Louisiana Blvd Ne Building 209, Albuquerque, NM 87110-5413RIA
CRD#: 104555
ALBUQUERQUE, NM
Current
December 16, 2019 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 2100 Louisiana Blvd Ne Building 209, Albuquerque, NM 87110-5413BD
CRD#: 7784
ALBUQUERQUE, NM
Past
December 18, 2019 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
ALBUQUERQUE, NM
Past
January 13, 2016 - November 25, 2019
EDWARD JONES
RIA
CRD#: 250
BERNALILLO, NM
Past
December 21, 2015 - November 25, 2019
EDWARD JONES
BD
CRD#: 250
BERNALILLO, NM
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(4/9/2021)
RR
Alaska(5/6/2022)
RR
Arizona(11/23/2020)
RR
California(6/17/2020)
RR
Colorado(12/22/2019)
RR
Florida(4/23/2020)
RR
Georgia(11/30/2021)
RR
Illinois(10/4/2023)
RR
Kansas(12/1/2020)
RR
Maryland(10/8/2021)
RR
Massachusetts(11/30/2021)
RR
Missouri(8/13/2021)
RR
Montana(3/24/2025)
RR
Nebraska(10/8/2021)
RR
Nevada(3/4/2022)
RR
New Hampshire(4/23/2020)
RR
New Mexico(12/17/2019)
IAR
New Mexico(3/31/2025)
RR
New York(2/12/2021)
RR
North Carolina(5/3/2024)
RR
Ohio(2/20/2025)
RR
Oklahoma(5/19/2023)
RR
Oregon(1/5/2022)
RR
Pennsylvania(9/29/2023)
RR
Tennessee(3/25/2023)
RR
Texas(12/22/2019)
IAR
Texas(3/31/2025)
RR
Utah(11/30/2021)
RR
Virginia(2/9/2023)
RR
Washington(4/9/2021)
RR
Wyoming(6/2/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory 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
Vice President, Financial ConsultantCRD#: 104555Albuquerque, NMTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
