Manuel Bustos, financial advisor Houston TX
90 score

Manuel Bustos

CRD Number: 5925093
Current Firm: Strategic Advisers, Inc.

Manuel Bustos (CRD# 5925093) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Houston, TX and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Salt Lake City, UT May 2011 - Current 5
Skywest Airlines Salt Lake City, UT May 2007 - May 2011 4
Colorado State University Ft. Collins, CO Aug 2008 - May 2010 1
University Of Utah Salt Lake City, UT May 2001 - Dec 2007 6
Reagan Advertising Salt Lake City, UT Oct 2006 - May 2007 < 1
Papa John's Pizza Salt Lake City, UT Jun 1999 - May 2007 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2011
S66 NASAA Uniform Combined State Law Examination May 2012
Contact Info for Manuel Bustos
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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