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Brendan Griffin Bugler

Strategic Advisers LLC

Danvers, MA

Boston, MA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

152 Endicott Street, Danvers, MA 01923-3619 • United States

Boston, MA • 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
University Of New Hampshire Durham NH 08/2019 05/2023
Fidelity Investments Boston MA 06/2022 08/2022
Plants And Pleasantrees Marblehead MA 05/2020 08/2021
Moran Hoop Camp Marblehead MA 07/2015 07/2019
Kernwood Country Club Salem MA 05/2019 07/2019
2017 Senior U.S. Open Peabody MA 06/2017 07/2017
Neck Run Cafe Marblehead MA 05/2016 07/2017
Fidelity Investments Danvers MA 06/2023 Present
Marblehead Public Schools Marblehead MA 07/2013 06/2019
Fidelity Investments Boston MA 03/2025 Present
  • 08/2019 → 05/2023
    University Of New Hampshire
    Durham, NH
  • 06/2022 → 08/2022
    Fidelity Investments
    Boston, MA
  • 05/2020 → 08/2021
    Plants And Pleasantrees
    Marblehead, MA
  • 07/2015 → 07/2019
    Moran Hoop Camp
    Marblehead, MA
  • 05/2019 → 07/2019
    Kernwood Country Club
    Salem, MA
  • 06/2017 → 07/2017
    2017 Senior U.S. Open
    Peabody, MA
  • 05/2016 → 07/2017
    Neck Run Cafe
    Marblehead, MA
  • 06/2023 → Present
    Fidelity Investments
    Danvers, MA
  • 07/2013 → 06/2019
    Marblehead Public Schools
    Marblehead, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-06-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Danvers, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-28
S63 Uniform Securities Agent State Law Examination 2023-11-29
  • S66 Uniform Combined State Law Examination
    2024-05-28
  • S63 Uniform Securities Agent State Law Examination
    2023-11-29

View on SEC IAPD

Other Firms

ONEDIGITAL
RBC CAPITAL MARKETS, LLC
JANNEY MONTGOMERY SCOTT LLC
ROBERT W. BAIRD & CO. INCORPORATED
CETERA INVESTMENT ADVISERS LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
FORTIS CAPITAL ADVISORS, LLC
NVEST FINANCIAL, LLC

Other Investors

CAMAY KWONG PASCUCCI
KATELYNN JULIE KENDALL
Zachary Delano
DOUGLAS TILGHMAN WILSON
Mark Patrick Sullivan
JAMES FRANKEL HORROCKS
SEAN PATRICK GIBBONS
SHANE POULIN

Other Offices

ONEDIGITAL · Danvers, MA
RBC CAPITAL MARKETS, LLC · DANVERS, MA
JANNEY MONTGOMERY SCOTT LLC · Danvers, MA
ROBERT W. BAIRD & CO. INCORPORATED · Danvers, MA
CETERA INVESTMENT ADVISERS LLC · DANVERS, MA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Danvers, MA
FORTIS CAPITAL ADVISORS, LLC · Danvers, MA
NVEST FINANCIAL, LLC · DANVERS, MA

More in Danvers, MA

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