Brent C. Kugler

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2013 → 07/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
• 07/2020 → Present
  Fidelity Investments
  Jacksonville, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2020-08-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Jacksonville, FL
• 2014-01-22 → 2020-07-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
  Jacksonville, FL
  Jacksonville, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-01-16
• S63 Uniform Securities Agent State Law Examination
  1999-08-21

Other Names

• Brent Charles Kugler
• Brent C Kugler
• Brent Kugler