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Bryan Alan Brumund

Strategic Advisers LLC

Tigard, OR

Portland, OR

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • OR RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

7493 Sw Bridgeport Road Bridgeport Village, Tigard, OR 97224-7207 • United States

Portland, OR • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Resource Securities, Inc. Philadelphia PA 07/2016 12/2019
Fidelity Investments Tigard OR 11/2020 Present
Unemployed Portland OR 01/2020 10/2020
Fidelity Investments Boston MA 03/2025 Present
  • 07/2016 → 12/2019
    Resource Securities, Inc.
    Philadelphia, PA
  • 11/2020 → Present
    Fidelity Investments
    Tigard, OR
  • 01/2020 → 10/2020
    Unemployed
    Portland, OR
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-11-03
S65 Uniform Investment Adviser Law Examination 2003-06-03
S63 Uniform Securities Agent State Law Examination 1999-11-16
  • S66 Uniform Combined State Law Examination
    2020-11-03
  • S65 Uniform Investment Adviser Law Examination
    2003-06-03
  • S63 Uniform Securities Agent State Law Examination
    1999-11-16

View on SEC IAPD

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STATE FARM INVESTMENT MANAGEMENT CORP.

Other Investors

HANNA WEXHLER SMITH
JOHN ANDREW NESS
ALISA ARREDONDO
LINDA LY
MATTHEW SPRIGGS
GREGORY ARTHUR SMITH
WAYNE M. SACKLEY
JOHN S. ROBERTS

Other Offices

EDWARD JONES · PORTLAND, OR
TRANSAMERICA FINANCIAL ADVISORS, LLC · PORTLAND, OR
LPL FINANCIAL LLC · TIGARD, OR
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Tigard, OR
LETTIN WEALTH MANAGEMENT GROUP, INC. · LAKE OSWEGO, OR
LPL FINANCIAL LLC · TIGARD, OR
LPL FINANCIAL LLC · TUALATIN, OR
AMERIPRISE FINANCIAL SERVICES, LLC · Portland, OR

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