Ian Bushell
Investment Adviser Representative at Strategic Advisers LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Ian Bushell is an investment adviser representative with Strategic Advisers LLC in Danville, CA, where they have been registered since 2026, the year they entered the securities industry. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in California and Texas.
Registrations & licenses
- Investment adviser:
- California, Texas
- Broker:
22 states and territories
Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Maryland, Massachusetts, Michigan, Minnesota, Missouri, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Texas, Virginia, Washington, Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- LPL Enterprise LLCOct 2025 – Dec 2025San Jose, CA
- UnemployedJun 2025 – Aug 2025Danville, CA
- Santa Clara UniversitySep 2024 – Jun 2025Santa Clara, CA
- Ferrotec Corp.Aug 2024 – Sep 2024Livermore, CA
- UnemployedJun 2024 – Aug 2024Danville, CA
- Santa Clara UniversitySep 2023 – Jun 2024Santa Clara, CA
- MoralesHRJun 2023 – Sep 2023San Jose, CA
- Santa Clara UniversitySep 2022 – Jun 2023Santa Clara, CA
- CommEx ConsultingJun 2022 – Sep 2022Flower Mound, TX
- Santa Clara UniversitySep 2021 – Jun 2022Santa Clara, CA
- UnemployedJun 2021 – Sep 2021Danville, CA
- Monte Vista High SchoolAug 2020 – Jun 2021Danville, CA
- UnemployedJun 2020 – Aug 2020Danville, CA
- Monte Vista High SchoolAug 2019 – Jun 2020Danville, CA
- UnemployedJun 2019 – Aug 2019Danville, CA
- Monte Vista High SchoolAug 2018 – Jun 2019Danville, CA
- UnemployedJun 2018 – Aug 2018Danville, CA
- Monte Vista High SchoolAug 2017 – Jun 2018Danville, CA
- UnemployedJun 2017 – Aug 2017Danville, CA
- Diablo Vista Middle SchoolAug 2016 – Jun 2017Danville, CA
- Fidelity InvestmentDec 2025 – no end date reportedSunnyvale, CA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Strategic Advisers LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 17,064
- Offices listed on AdvisorFinder:
- 3
- Main office:
- Boston, MA
- SEC file number:
- 801-13243
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 30, 2026
View full firm profileOther advisors at Strategic Advisers LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Ian Bushell has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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