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RIA / WealthAdvisordual registered (broker-dealer)9 years in industry

DAVID EDUARDO BUSTAMANTE

Advisor at STRATEGIC ADVISERS LLC

BONNEY LAKE, WA | REDMOND, WA

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Search this name across graphsid dfx:ria:b609d76e-9749-d87f-2d4e-11580de80c4b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:35 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Oct 19, 2017 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: STRATEGIC ADVISERS LLC
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 1, 2016earliest registration or exam on IAPD
Years in industry: 9derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Jun 20, 2017
First registration: Oct 19, 2017
Dual registered: yes, broker-dealer
Other names: David Eduardo Bustamante Martinez|DAVID BUSTAMANTE|David Eduardo Bustamante|DAVID E BUSTAMANTE
IAPD individual key: 6717762

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	n/a	yes	REDMOND, WA\|BONNEY LAKE, WA	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Sep 9, 2024	Mar 31, 2025	no	REDMOND, WA	Previous registration
THE RETIREMENT SOLUTION LLC	Independent wealth	Apr 27, 2023	Apr 7, 2024	no	REDMOND, WA	Previous registration
MORGAN STANLEY	Wirehouse	Oct 22, 2021	Apr 4, 2023	no	Tacoma, WA	Previous registration
HORNOR, TOWNSEND & KENT, LLC	Independent wealth	Oct 19, 2017	Dec 21, 2018	no	SEATTLE, WA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
THE RETIREMENT SOLUTION LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Apr 7, 2024	Sep 9, 2024	155	Firm change	RIA to ibd
MORGAN STANLEY	THE RETIREMENT SOLUTION LLC	Apr 4, 2023	Apr 27, 2023	23	Firm change	Wirehouse to RIA
HORNOR, TOWNSEND & KENT, LLC	MORGAN STANLEY	Dec 21, 2018	Oct 22, 2021	1,036	Firm change after gap	Ibd to wirehouse

Relationships

Registered with (5)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: current employment
Mar 31, 2025 to presentfactForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Sep 9, 2024 to Mar 31, 2025factForm ADV
→ THE RETIREMENT SOLUTION LLCRegistered adviserregistration: previous registration
Apr 27, 2023 to Apr 7, 2024factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Oct 22, 2021 to Apr 4, 2023factForm ADV
→ HORNOR, TOWNSEND & KENT, LLCRegistered adviserregistration: previous registration
Oct 19, 2017 to Dec 21, 2018factForm ADV

Dated events

Occurred
Apr 7, 2024
Advisor changed firm
David Eduardo Bustamante left The Retirement Solution Llc for Fidelity Personal And Workplace Advisors (registered 2024-09-09)
Form ADVobserved 5 days ago
Occurred
Apr 4, 2023
Advisor changed firm
David Eduardo Bustamante left Morgan Stanley for The Retirement Solution Llc (registered 2023-04-27)
Form ADVobserved 5 days ago