Brian Fortman

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

CA RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

Huntington Beach, CA • United States

815 E Birch St, Brea, CA 92821-5765 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Fidelity Investments	Bellevue	WA	09/2006	Present
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	Present
Fidelity Investments	Boston	MA	03/2025	Present

09/2006 → Present

Fidelity Investments

Bellevue, WA
07/2018 → Present

Fidelity Personal And Workplace Advisors

Boston, MA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2018-07-13 → 2025-03-31

Fidelity Personal And Workplace Advisors

Boston, MA

Huntington Beach, CA

Brea, CA
2007-10-29 → 2018-07-13

Strategic Advisers Llc

Brea, CA

Irvine, CA
2002-07-26 → 2003-05-14

Ubs Financial Services Inc.

Century City, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2002-07-25

S66 Uniform Combined State Law Examination

2002-07-25

Other Names

Brian Michael Fortman

View on SEC IAPD