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Todd M Strunk

Strategic Advisers LLC

Villanova, PA

Audubon, PA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-05-05
PA RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-05-05
  • PA RA
    APPROVED
    Since 2025-03-31

Branch Locations

797 East Lancaster Ave Suite 100, Villanova, PA 19085-1532 • United States

Audubon, PA • 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
Fidelity Investments King Of Prussia PA 01/2006 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2006 → Present
    Fidelity Investments
    King Of Prussia, PA
  • 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
    Villanova, PA
    Audubon, PA
  • 2006-05-18 → 2018-07-13
    Strategic Advisers Llc
    King Of Prussia, PA
    Wilmington, DE
    Bridgeport, PA
    Warrington, PA
  • 2005-07-06 → 2006-01-05
    Vanguard Advisers, Inc.
    Valley Forge, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-05-08
S63 Uniform Securities Agent State Law Examination 2000-07-14
  • S66 Uniform Combined State Law Examination
    2006-05-08
  • S63 Uniform Securities Agent State Law Examination
    2000-07-14
Designations
Other Names
  • Todd Michael Strunk

View on SEC IAPD

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MATTHEW D GIBSON
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JENNA MARIE MAIDA

Other Offices

PEAKEQUITY PARTNERS MANAGEMENT CO., L.L.C. · VILLANOVA, PA
MP NEXT CAPITAL · VILLANOVA, PA
SENTINEL ASSET MANAGEMENT, LLC · VILLANOVA, PA
J.P. MORGAN SECURITIES LLC · Villanova, PA
TRUIST ADVISORY SERVICES, INC. · WAYNE, PA
LPL FINANCIAL LLC · BRYN MAWR, PA
GREEN DRAKE ADVISORS LLC · BRYN MAWR, PA
PATRIOT FINANCIAL MANAGER, L.P. · RADNOR, PA

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