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Bret S. Hormuth

Strategic Advisers LLC

Star, ID

Eagle, ID

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Star, ID • United States

79 E Eagles Gate Drive Suite 100, Eagle, ID 83616 • 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
Charles Schwab & Co., Inc. Santa Barbara CA 11/2013 09/2018
Charles Schwab Bank Santa Barbara CA 11/2013 09/2018
Td Ameritrade Boise ID 11/2018 07/2020
Unemployed Boise ID 10/2018 11/2018
Fidelity Investments Boise ID 07/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2013 → 09/2018
    Charles Schwab & Co., Inc.
    Santa Barbara, CA
  • 11/2013 → 09/2018
    Charles Schwab Bank
    Santa Barbara, CA
  • 11/2018 → 07/2020
    Td Ameritrade
    Boise, ID
  • 10/2018 → 11/2018
    Unemployed
    Boise, ID
  • 07/2020 → Present
    Fidelity Investments
    Boise, ID
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-08-28 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boise, ID
  • 2018-11-28 → 2020-07-24
    Td Ameritrade, Inc.
    Boise, ID
  • 2018-11-28 → 2020-07-24
    Td Ameritrade Investment Management, Llc
    Boise, ID
  • 2013-11-22 → 2018-10-05
    Charles Schwab & Co., Inc.
    Oxnard, CA
    Santa Barbara, CA
  • 2012-10-01 → 2013-10-25
    J.P. Morgan Securities Llc
    Camarillo, CA
    Camarillo, CA
    Newbury Park, CA
    Newbury Park, CA
    Ventura, CA
    Camarillo, CA
  • 2011-06-03 → 2012-10-01
    Chase Investment Services Corp.
    Camarillo, CA
    Westlake Village, CA
    Camarillo, CA
    Newbury Park, CA
    Newbury Park, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-06-02
S63 Uniform Securities Agent State Law Examination 2008-08-25
  • S65 Uniform Investment Adviser Law Examination
    2011-06-02
  • S63 Uniform Securities Agent State Law Examination
    2008-08-25
Other Names
  • Bret Steven Hormuth
  • Bret Hormuth

View on SEC IAPD

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