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Brandon Joseph Kustek

Strategic Advisers LLC

Lake Grove, NY

Bayport, NY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

142 New Moriches Road, Lake Grove, NY 11755-1300 • United States

Bayport, NY • 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
Nassau County Recreation Summer Camp Wantagh NY 06/2015 08/2017
Millers Ale House Levittown NY 06/2017 08/2018
Cafe Baci Westbury NY 12/2018 07/2019
Axa Advisors Woodbury NY 06/2018 08/2018
Suny Cortland Cortland NY 08/2015 12/2018
Axa Advisors, Llc New York NY 02/2019 07/2019
Fidelity Brokerage Services Llc Lake Grove NY 07/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2015 → 08/2017
    Nassau County Recreation Summer Camp
    Wantagh, NY
  • 06/2017 → 08/2018
    Millers Ale House
    Levittown, NY
  • 12/2018 → 07/2019
    Cafe Baci
    Westbury, NY
  • 06/2018 → 08/2018
    Axa Advisors
    Woodbury, NY
  • 08/2015 → 12/2018
    Suny Cortland
    Cortland, NY
  • 02/2019 → 07/2019
    Axa Advisors, Llc
    New York, NY
  • 07/2019 → Present
    Fidelity Brokerage Services Llc
    Lake Grove, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-06-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Lake Grove, NY
  • 2019-05-02 → 2019-06-28
    Equitable Advisors, Llc
    Melville, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-04-26
  • S66 Uniform Combined State Law Examination
    2019-04-26
Designations
Other Names
  • Brandon J Kustek
  • Brandon Joseph Kustek
  • Brandon Kustek

View on SEC IAPD

Other Firms

J.P. MORGAN SECURITIES LLC
CHARLES SCHWAB & CO., INC.
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
EDWARD JONES
PENSION FUND EVALUATIONS, INC.
OSAIC WEALTH, INC.

Other Investors

JAMES RYAN ROSELLE
Stephen Carey
Danielle M DeMarco
Brett M. Heyder
Gregory Napolitano
Peter Steven Donahue
Nicholas Milvid
Brandon L DeRamo

Other Offices

J.P. MORGAN SECURITIES LLC · LAKE GROVE, NY
CHARLES SCHWAB & CO., INC. · Lake Grove, NY
WELLS FARGO CLEARING SERVICES, LLC · LAKE GROVE, NY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LAKE GROVE, NY
LPL FINANCIAL LLC · NESCONSET, NY
EDWARD JONES · ST JAMES, NY
PENSION FUND EVALUATIONS, INC. · CENTEREACH, NY
LPL FINANCIAL LLC · SMITHTOWN, NY

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