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Edvin Rustrian

Strategic Advisers LLC

Clermont, FL

CRD 7940667

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-07-08
TX RA APPROVED 2026-07-01
  • FL RA
    APPROVED
    Since 2026-07-08
  • TX RA
    APPROVED
    Since 2026-07-01

Branch Locations

Clermont, FL • 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
Sun Blaze Ocps Elementary School Lake Nona FL 11/2022 05/2023
Unemployed Clermont FL 11/2025 03/2026
Fidelity Investments Tallahassee FL 04/2026 Present
Edward Jones Investment St Louis MO 07/2024 11/2025
Valuteachers Agency/National Life Group Ponte Verde Beach FL 06/2023 07/2024
Nyc Department Of Education Brooklyn NY 09/2008 11/2022
  • 11/2022 → 05/2023
    Sun Blaze Ocps Elementary School
    Lake Nona, FL
  • 11/2025 → 03/2026
    Unemployed
    Clermont, FL
  • 04/2026 → Present
    Fidelity Investments
    Tallahassee, FL
  • 07/2024 → 11/2025
    Edward Jones Investment
    St Louis, MO
  • 06/2023 → 07/2024
    Valuteachers Agency/National Life Group
    Ponte Verde Beach, FL
  • 09/2008 → 11/2022
    Nyc Department Of Education
    Brooklyn, NY
Previous Registrations
  • 2024-10-14 → 2025-11-06
    Clermont, FL
    St Louis, MO
    Clermont, FL
    Clermont, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-07
  • S66 Uniform Combined State Law Examination
    2024-10-07
Other Names
  • Edvin E Rustrian
  • Edvin Rustrian

View on SEC IAPD

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