Bret S. Hormuth

CRD 5550880 · Fidelity Brokerage Services LLC · Eagle, ID

IA RegisteredBroker

Also appears in the source record as: Bret Steven Hormuth; Bret Hormuth

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): Series 65Series 63SIESeries 7Series 6
Registered states (22): Arizona · California · Colorado · Georgia · Idaho · Iowa · Maine · Massachusetts · Minnesota · Missouri · Montana · Nevada · New Mexico · New York · North Carolina · Oklahoma · Oregon · Texas · Utah · Virginia · Washington · Wyoming
Years in the industry (source record): 18
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 (14)

From the source registration record · current first

Strategic Advisers LLCCurrent
Star, ID · IA capacity

Mar 31, 2025 → present
Fidelity Brokerage Services LLCCurrent
Star, ID · BD capacity

Aug 21, 2020 → present
Fidelity Brokerage Services LLCCurrent
Eagle, ID · BC capacity

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

Aug 28, 2020 → Mar 31, 2025
Td Ameritrade, Inc.
BD capacity

Nov 28, 2018 → Jul 24, 2020
Td Ameritrade, Inc.
IA capacity

Nov 28, 2018 → Jul 24, 2020
Td Ameritrade Investment Management, LLC
IA capacity

Nov 28, 2018 → Jul 24, 2020
Charles Schwab & Co., Inc.
BD capacity

Nov 22, 2013 → Oct 5, 2018
Charles Schwab & Co., Inc.
IA capacity

Nov 22, 2013 → Oct 5, 2018
J.P. Morgan Securities LLC
BD capacity

Oct 1, 2012 → Oct 25, 2013
J.P. Morgan Securities LLC
IA capacity

Oct 1, 2012 → Oct 25, 2013
Chase Investment Services Corp.
IA capacity

Jun 3, 2011 → Oct 1, 2012
Chase Investment Services Corp.
BD capacity

Dec 15, 2009 → Oct 1, 2012
Sunamerica Capital Services, Inc.
BD capacity

Jul 3, 2008 → Feb 26, 2009

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 5550880 ↗ FINRA BrokerCheck record for CRD 5550880 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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