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Colton Bundy

Strategic Advisers LLC

Winter Park, FL

Oviedo, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-22
FL RA APPROVED 2025-07-24
  • TX RA
    APPROVED
    Since 2026-04-22
  • FL RA
    APPROVED
    Since 2025-07-24

Branch Locations

900 North Orlando Ave, Winter Park, FL 32789-2924 • United States

Oviedo, FL • 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
Wharton-Smith, Inc. Sanford FL 05/2022 08/2022
Unemployed Oviedo FL 08/2024 12/2024
Seminole State College Of Florida Oviedo FL 08/2019 12/2019
The Country Club Of Orlando Orlando FL 05/2023 08/2023
Wharton-Smith, Inc. Sanford FL 05/2021 08/2021
Fidelity Investments Altamonte Springs FL 12/2024 Present
University Of South Florida Tampa FL 08/2021 05/2022
University Of South Florida Tampa FL 05/2020 05/2021
Oviedo High School Oviedo FL 08/2016 05/2020
University Of South Florida Tampa FL 08/2022 08/2024
  • 05/2022 → 08/2022
    Wharton-Smith, Inc.
    Sanford, FL
  • 08/2024 → 12/2024
    Unemployed
    Oviedo, FL
  • 08/2019 → 12/2019
    Seminole State College Of Florida
    Oviedo, FL
  • 05/2023 → 08/2023
    The Country Club Of Orlando
    Orlando, FL
  • 05/2021 → 08/2021
    Wharton-Smith, Inc.
    Sanford, FL
  • 12/2024 → Present
    Fidelity Investments
    Altamonte Springs, FL
  • 08/2021 → 05/2022
    University Of South Florida
    Tampa, FL
  • 05/2020 → 05/2021
    University Of South Florida
    Tampa, FL
  • 08/2016 → 05/2020
    Oviedo High School
    Oviedo, FL
  • 08/2022 → 08/2024
    University Of South Florida
    Tampa, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-03
  • S66 Uniform Combined State Law Examination
    2025-07-03

View on SEC IAPD

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Other Investors

Bradley Dean Erb
Julie Kerr Tecau
Samuel Warren Gruenig
Brittney Rhyianna Cooper
Carlton J Smith
Erin B Long
Misty Morris
DiIvory Edgecomb

Other Offices

EDWARD JONES · Winter Park, FL
STATE FARM INVESTMENT MANAGEMENT CORP. · Winter Park, FL
THRIVENT INVESTMENT MANAGEMENT INC. · Winter Park, FL
LPL FINANCIAL LLC · WINTER PARK, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Winter Park, FL
WELLS FARGO CLEARING SERVICES, LLC · WINTER PARK, FL
DOBSON STREET LLC · WINTER PARK, FL
PFS INVESTMENTS INC. · WINTER PARK, FL

More in Winter Park, FL

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