Brent Thurber

CRD 3242644 · Strategic Advisers LLC · Peoria, AZ

IA RegisteredBroker

Also appears in the source record as: Brent J Thurber; Brent Jeffery Thurber; Brent Jeffrey Thurber

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (6): Series 66Series 63Series 10Series 9SIESeries 7
Registered states (24): Arizona · California · Colorado · Florida · Illinois · Indiana · Iowa · Kansas · Louisiana · Massachusetts · Michigan · Montana · Nevada · New Hampshire · New Jersey · New Mexico · Pennsylvania · South Carolina · Tennessee · Texas · Utah · Virginia · Washington · Wisconsin
Years in the industry (source record): 27
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: Strategic Advisers LLC
Firm CRD: 104555
SEC number: 801-13243
Assets under management: $1.4T as of Mar 30, 2026
Website: www.linkedin.com/showcase/womentalkmoney ↗
Phone: 617-563-7000
Firm location: Boston, MA, 02210-2698

Employment history (10)

From the source registration record · current first

Strategic Advisers LLCCurrent
Peoria, AZ · IA capacity

Mar 31, 2025 → present
Fidelity Brokerage Services LLCCurrent
Surprise, AZ · BD capacity

May 11, 2022 → present
Fidelity Personal And Workplace Advisors
IA capacity

Jun 21, 2022 → Mar 31, 2025
Usaa Investment Services Company
IA capacity

Nov 6, 2020 → Apr 1, 2022
Usaa Investment Services Company
BD capacity

Jun 8, 2020 → Apr 1, 2022
Usaa Investment Services Company
IA capacity

Jan 8, 2018 → Jul 30, 2020
Usaa Financial Advisors, Inc.
BD capacity

May 9, 2014 → Jun 8, 2020
Usaa Financial Planning Services
IA capacity

May 27, 2014 → Jan 8, 2018
Charles Schwab & Co., Inc.
IA capacity

Aug 29, 2006 → Apr 30, 2014
Charles Schwab & Co., Inc.
BD capacity

Jul 28, 1999 → Apr 30, 2014

Source & corrections

Where this page comes from

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