Bret Hormuth, financial advisor Boise ID

Bret Hormuth

CRD Number: 5550880
Current Firm: Fidelity Personal And Workplace Advisors

Bret Hormuth (CRD# 5550880) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boise, ID and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Boise, ID Jul 2020 - Current 3
Td Ameritrade Boise, ID Nov 2018 - Jul 2020 1
Unemployed Boise, ID Oct 2018 - Nov 2018 < 1
Charles Schwab & Company, Inc. Santa Barbara, CA Nov 2013 - Sep 2018 4
Charles Schwab Bank Santa Barbara, CA Nov 2013 - Sep 2018 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2008
S65 NASAA Investment Advisors Law Examination Jun 2011
Contact Info for Bret S. Hormuth
Phone Number: 617-563-7000
Registered State(s):
  • ID
  • TX
By the Numbers
  • Total Assets Under Management
    652,548
    MILLIONS
  • Total Number of Accounts
    1,712,247
    ACCOUNTS
  • Average Account Value
    $381,106
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 businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, WY

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