Kostantina Bourdev

CRD 4700585 · Fidelity Brokerage Services LLC · Campbell, CA

IA RegisteredBroker

Also appears in the source record as: Ina Bourdev; Kostantina Dimitrova Bourdev; Kostantina D Bourdev; Kostantina Dimitrova Chekalarova

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (4): Series 65Series 63SIESeries 7
Registered states (23): Arizona · California · Connecticut · District Of Columbia · Florida · Hawaii · Idaho · Illinois · Louisiana · Massachusetts · Michigan · Minnesota · Nevada · New Jersey · New York · North Dakota · Ohio · Oregon · Pennsylvania · Texas · Utah · Virginia · Washington
Years in the industry (source record): 23
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 (16)

From the source registration record · current first

Strategic Advisers LLCCurrent
Cupertino, CA · IA capacity

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

Sep 23, 2021 → present
Fidelity Brokerage Services LLCCurrent
Campbell, CA · BC capacity

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

Oct 14, 2021 → Mar 31, 2025
Merrill Lynch, Pierce, Fenner & Smith Incorporated
BD capacity

Mar 8, 2016 → Sep 13, 2021
Merrill Lynch, Pierce, Fenner & Smith Incorporated
IA capacity

Mar 8, 2016 → Sep 13, 2021
Ameriprise Financial Services, Inc.
IA capacity

Dec 4, 2013 → Feb 29, 2016
Ameriprise Financial Services, Inc.
BD capacity

Dec 3, 2013 → Feb 29, 2016
J.P. Morgan Securities LLC
BD capacity

Oct 1, 2012 → Sep 26, 2013
J.P. Morgan Securities LLC
IA capacity

Oct 1, 2012 → Sep 26, 2013
Chase Investment Services Corp.
BD capacity

May 2, 2009 → Oct 1, 2012
Chase Investment Services Corp.
IA capacity

May 2, 2009 → Oct 1, 2012
Wamu Investments, Inc.
IA capacity

May 26, 2008 → May 2, 2009
Wamu Investments, Inc.
BD capacity

Aug 10, 2005 → May 2, 2009
Edward Jones
BD capacity

Sep 27, 2004 → Mar 7, 2005
Quest Capital Strategies, Inc.
BD capacity

Sep 23, 2003 → Nov 13, 2003

Source & corrections

Where this page comes from

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