Brian Tutland

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

• 08/2015 → 09/2016
  Cetera Advisor Networks Llc
  El Segundo, CA
• 08/2015 → 09/2016
  Cetera Investment Services Llc
  Saint Cloud, MN
• 08/2015 → 09/2016
  Cetera Advisors Llc
  Denver, CO
• 08/2015 → 09/2016
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 11/2015 → 09/2016
  Investors Capital Corp.
  Lynnfield, MA
• 10/2016 → 12/2018
  Navian Capital Securities, Llc
  Cincinnati, OH
• 12/2018 → 08/2019
  Advisors Asset Management, Inc
  Monument, CO
• 09/2019 → 04/2021
  Unemployed
  Champlin, MN
• 04/2021 → Present
  Fidelity Investments
  Merrimack, NH
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-06-30 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Merrimack, NH
• 2019-08-05 → 2019-09-17
  Advisors Asset Management, Inc.
  Champlin, MN
  Boca Raton, FL

Exams

• S66 Uniform Combined State Law Examination
  2019-07-31
• S63 Uniform Securities Agent State Law Examination
  2000-02-15

Other Names

• Brian Douglas Tutland