Bryan Schlundt

CRD 2623259 · Fidelity Brokerage Services LLC · Pasadena, CA

IA RegisteredBroker

Also appears in the source record as: Bryan W Schlundt; Bryan Wayne Schlundt

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (6): Series 65Series 63Series 10Series 9SIESeries 7
Registered states (4): California · Massachusetts · Texas · Utah
Years in the industry (source record): 31
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Fidelity Brokerage Services LLC
Firm CRD: 7784
SEC number: Not yet retrieved from the source record
Assets under management: Not yet retrieved from the source record
Website: Not yet retrieved from the source record
Phone: Not yet retrieved from the source record
Firm location: Not yet retrieved from the source record

Employment history (18)

From the source registration record · current first

Strategic Advisers LLCCurrent
Anaheim, CA · IA capacity

Mar 31, 2025 → present
Fidelity Brokerage Services LLCCurrent
Anaheim, CA · BD capacity

Jan 17, 2021 → present
Fidelity Brokerage Services LLCCurrent
Pasadena, CA · BC capacity

start not retrieved → present
Fidelity Personal And Workplace Advisors
IA capacity

Jan 20, 2021 → Mar 31, 2025
Td Ameritrade Investment Management, LLC
IA capacity

Jun 14, 2007 → Jan 11, 2021
Td Ameritrade, Inc.
BD capacity

Jun 19, 2007 → Dec 31, 2020
Td Ameritrade, Inc.
IA capacity

Jun 14, 2007 → Dec 31, 2020
Charles Schwab & Co., Inc.
IA capacity

Oct 14, 2004 → Dec 15, 2005
Charles Schwab & Co., Inc.
BD capacity

Sep 29, 2004 → Dec 15, 2005
Strategic Advisers, Inc.
IA capacity

Oct 7, 2003 → Sep 22, 2004
Fidelity Brokerage Services LLC
BD capacity

Sep 29, 2003 → Sep 22, 2004
Charles Schwab & Co., Inc.
IA capacity

Aug 31, 1999 → Aug 14, 2003
Charles Schwab & Co., Inc.
BD capacity

Jun 23, 1998 → Aug 14, 2003
Banc One Securities Corporation
BD capacity

Feb 9, 1998 → Jun 2, 1998
Charles Schwab & Co., Inc.
BD capacity

Sep 20, 1997 → Jan 20, 1998
Independent Financial Securities, Inc.
BD capacity

Nov 1, 1995 → Oct 31, 1997
Natcity Investments, Inc.
BD capacity

Jun 1, 1996 → Sep 22, 1997
National City Investments Corporation
BD capacity

Oct 17, 1995 → Jun 1, 1996

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for CRD 2623259 ↗ FINRA BrokerCheck record for CRD 2623259 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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