IVAN BRENDAN SURMIK is an investment adviser representative (IAR) with state registration records since 2017, appearing at 4 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2023-05-16 | 2025-03-31 | — |
| ALLY INVEST ADVISORS INC | 2021-07-30 | 2022-12-16 | — |
| J.P. MORGAN SECURITIES LLC | 2017-03-01 | 2019-08-16 | — |