Bruce T. Mayberry

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

• 07/2015 → 02/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Worth, TX
• 08/2015 → 02/2018
  Bank Of America, N.A.
  Fort Worth, TX
• 07/2018 → 08/2021
  Charles Schwab & Co., Inc.
  Westlake, TX
• 02/2018 → 07/2018
  Unemployed
  Ft Worth, TX
• 07/2021 → Present
  Fidelity Investments
  Westlake, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-11-11 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Westlake, TX
• 2018-08-08 → 2021-09-15
  Charles Schwab & Co., Inc.
  Westlake, TX
  Fort Worth, TX
  Westlake, TX
• 2015-07-24 → 2018-02-12
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Worth, TX
  Crowley, TX
  Crowley, TX
• 2010-05-12 → 2015-08-17
  Wells Fargo Clearing Services, Llc
  Nacogdoches, TX

Other Businesses

OBA-109094|OrgNmn:Bella Roofing and Construction|Org Addr:arlington,Texas,US|OBA Nature:Roofing and construction|Invst Rel:N|Title:additional bank signer|Duties:additional bank signer|StrtDt:|TotHrs/mon:0.01|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2010-05-11

Other Names

• Bruce Thomas Mayberry
• Bruce Mayberry
• Bruce Thomas Mayberry