Brandon J. Kustek
STRATEGIC ADVISERS LLC | Financial Consultant
PATCHOGUE, NY
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CRD#: 6957728
Professional summary
Brandon Joseph Kustek, CFP®, who also goes by Brandon J Kustek, Brandon Joseph Kustek, Brandon Kustek, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Patchogue, New York and FIDELITY BROKERAGE SERVICES LLC located in Lake Grove, New York.
Brandon is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Brandon has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.
Biography
As a Financial Consultant with Fidelity, I work closely with local individuals & families to develop & maintain a financial plan which includes building, preserving, & distributing their wealth to help provide peace of mind.
Question & Answer
What are your service offerings?
Retirement Planning
Retirement Income Management
Comprehensive Financial Planni...
Investment Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Brandon J Kustek | Brandon Joseph Kustek | Brandon Kustek
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 Joseph Kustek'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: 2022
Education
SUNY College at Cortland
Bachelor of Science (BS) - Business Economics- Concentration in Financial Management
2018
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 142 New Moriches Road, Lake Grove, NY 11755RIA
CRD#: 104555
PATCHOGUE, NY
Current
July 29, 2019 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 142 New Moriches Road, Lake Grove, NY 11755BD
CRD#: 7784
Lake Grove, NY
Past
June 4, 2020 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
LAKE GROVE, NY
Past
May 2, 2019 - June 28, 2019
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
WOODBURY, NY
Past
March 6, 2019 - June 28, 2019
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
WOODBURY, NY
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(2/12/2021)
RR
Connecticut(11/9/2023)
RR
Delaware(5/16/2024)
RR
Florida(7/30/2019)
RR
Georgia(8/12/2025)
RR
Maryland(10/7/2022)
RR
Massachusetts(5/2/2025)
RR
Nebraska(5/2/2025)
RR
New Hampshire(7/31/2025)
RR
New Jersey(9/29/2023)
IAR
New Jersey(3/31/2025)
RR
New York(7/30/2019)
IAR
New York(3/31/2025)
RR
North Carolina(2/12/2021)
RR
Ohio(2/15/2021)
RR
Pennsylvania(2/12/2021)
RR
South Carolina(6/29/2021)
RR
South Dakota(7/3/2025)
RR
Texas(6/7/2024)
IAR
Texas(3/31/2025)
RR
Vermont(5/6/2022)
RR
Virginia(2/12/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 3/6/2019
General Securities Representative ExaminationGeneral 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#: 104555Patchogue, NYTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
