Bryan A. Donovan
STRATEGIC ADVISERS LLC | Planning Consultant
WAUWATOSA, WI
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CRD#: 6969708
Professional summary
Bryan Andrew Donovan, who also goes by Bryan Andrew Donovan, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Wauwatosa, Wisconsin and FIDELITY BROKERAGE SERVICES LLC located in Brookfield, Wisconsin.
Bryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2020. Bryan has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
As a Planning Consultant, I am committed to helping our clients and their families with their financial goals. By working together and understanding what is important to each client, what their vision is for future retirement success, and what their unique needs are, I work with their Financial Consultant to create a detailed roadmap for their financial future. I deeply enjoy helping connect our clients with the multitude of resources Fidelity Investments has to offer.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Bryan Andrew Donovan
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.
OBA-115151|OrgNmn:Fun-O-Leers|Org Addr:Milwaukee,Wisconsin,US|OBA Nature:fraternal social club with a c|Invst Rel:N|Title:Officer|Duties:nominated to be treasurer of club for calendar year 2025|StrtDt:01-12-25|TotHrs/mon:8|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Bryan Andrew Donovan'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
University of Wisconsin-Eau Claire
Psychology - General Psychology
2014
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #3: 16020 W Bluemound Rd Fountain Square Plaza, Brookfield, WI 53005-6009RIA
CRD#: 104555
WAUWATOSA, WI
Current
October 5, 2018 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 16020 W Bluemound Road Fountain Square Plaza, Brookfield, WI 53005BD
CRD#: 7784
Brookfield, WI
Past
May 21, 2020 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
BROOKFIELD, WI
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(1/3/2025)
RR
Arizona(2/5/2019)
RR
Arkansas(1/5/2024)
RR
California(1/3/2020)
RR
Colorado(1/12/2021)
RR
District of Columbia(1/5/2024)
RR
Florida(2/5/2019)
RR
Illinois(2/5/2019)
RR
Iowa(1/12/2021)
RR
Kentucky(1/5/2024)
RR
Michigan(2/5/2019)
RR
Minnesota(1/3/2020)
RR
Nevada(1/5/2024)
RR
New Hampshire(5/4/2023)
RR
North Carolina(11/7/2023)
RR
South Carolina(1/5/2024)
RR
South Dakota(1/5/2024)
RR
Tennessee(1/12/2021)
RR
Texas(1/12/2021)
IAR
Texas(3/31/2025)
RR
Virginia(1/5/2024)
RR
Wisconsin(1/25/2019)
IAR
Wisconsin(3/31/2025)
Exams
State Security Law 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
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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
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.
