Brandon Rich Lumbert

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

• 05/2022 → 01/2023
  Partners Insurance
  Fair Haven, MA
• 03/2020 → 01/2023
  Walgreens
  Swansea, MA
• 07/2018 → 06/2019
  Pepsi
  Taunton, MA
• 06/2017 → 09/2017
  Market Source
  Alpharetta, GA
• 09/2015 → 09/2017
  Walmart
  Fall River, MA
• 07/2019 → 03/2020
  Target
  Swansea, MA
• 09/2014 → 08/2020
  Bristol Community College
  Fall River, MA
• 09/2017 → 06/2019
  Worcester State University
  Worcester, MA
• 09/2021 → 01/2022
  University Of Massachusetts Dartmouth
  Dartmouth, MA
• 02/2023 → Present
  Fidelity Investments
  Merrimack, NH
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-05-10 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Smithfield, RI

Exams

• S66 Uniform Combined State Law Examination
  2024-04-22
• S63 Uniform Securities Agent State Law Examination
  2023-08-07

Other Names

• Brandon Rich Lumbert
• Brandon Lumbert