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Armando Brunis

Strategic Advisers LLC

Fort Worth, TX

Westlake, TX

CRD 7403168

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Fort Worth, TX • United States

One Destiny Way, Westlake, TX 76262-8103 • 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 American Fork UT 06/2021 Present
Wells Fargo Orem UT 03/2019 06/2021
Chick Fill A Spanish Fork UT 10/2017 02/2019
Banco Del Pacifico Guayaquil 11/2015 08/2017
Utah Valley University Orem UT 01/2018 06/2021
Fidelity Investments Boston MA 03/2025 Present
  • 06/2021 → Present
    Fidelity Investments
    American Fork, UT
  • 03/2019 → 06/2021
    Wells Fargo
    Orem, UT
  • 10/2017 → 02/2019
    Chick Fill A
    Spanish Fork, UT
  • 11/2015 → 08/2017
    Banco Del Pacifico
    Guayaquil
  • 01/2018 → 06/2021
    Utah Valley University
    Orem, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-08-29 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    American Fork, UT
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-26
S63 Uniform Securities Agent State Law Examination 2021-11-03
  • S66 Uniform Combined State Law Examination
    2022-08-26
  • S63 Uniform Securities Agent State Law Examination
    2021-11-03
Other Names
  • Armando I Brunis Morales

View on SEC IAPD

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