# DONALD GERARD BERTRAND

DONALD GERARD BERTRAND is an investment adviser representative (IAR) with state registration records since 2003, appearing at 4 firms. Currently registered with FINANCIAL ENGINES ADVISORS L.L.C..

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [FINANCIAL ENGINES ADVISORS L.L.C.](https://search.stillhousedata.com/firm/104510) | 2016-11-30 | present | Yes |
| [FINANCIAL ENGINES ADVISOR CENTER, LLC](https://search.stillhousedata.com/firm/109238) | 2016-11-10 | 2016-11-30 | — |
| [WT ARIZONA SECURITIES, LLC](https://search.stillhousedata.com/firm/141926) | 2008-09-29 | 2012-09-24 | — |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 2003-02-25 | 2008-09-16 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2290470)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2290470.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.