Brooks R. Guzman

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

• 01/2022 → 09/2023
  The Vanguard Group, Inc.
  Malvern, PA
• 08/2020 → 01/2022
  Liberty Mutual Insurance Company
  Blue Bell, PA
• 06/2019 → 08/2020
  Insight Global
  King Of Prussia, PA
• 12/2018 → 05/2019
  Excel Physical Therapy
  Villanova, PA
• 05/2018 → 11/2018
  Hartford Steam Boiler
  Wayne, PA
• 01/2018 → 05/2018
  Renewal By Andersen
  King Of Prussia, PA
• 09/2017 → 01/2018
  Boonswang Law Firm
  Philadelphia, PA
• 09/2016 → 05/2017
  Villanova Dining Services
  Villanova, PA
• 09/2016 → 12/2016
  Ruffalo Noel Levitz
  Villanova, PA
• 08/2015 → 05/2019
  Villanova University
  Villanova, PA
• 09/2023 → Present
  Fidelity Investments
  Warrington, PA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-10-25 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Warrington, PA
• 2022-04-26 → 2023-10-04
  Vanguard Advisers, Inc.
  Malvern, PA

Exams

• S66 Uniform Combined State Law Examination
  2022-04-25

Other Names

• Brooks Guzman
• Brooks Ricoh Guzman