Best Investors Account Sign in

Robert Bozworth

Strategic Advisers LLC

Henderson, NV

Las Vegas, NV

Claim This Profile
Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-04
NV RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-10-04
  • NV RA
    APPROVED
    Since 2025-03-31

Branch Locations

2225 Village Walk Drive Shops At Green Valley Ranch Ste 199, Henderson, NV 89052-5680 • United States

Las Vegas, NV • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Various Insurance Carriers For W&R Insurance Agencies Las Vegas NV 04/2015 01/2017
Waddell & Reed, Inc Las Vegas NV 04/2015 01/2017
Uber Las Vegas NV 12/2016 01/2017
Fidelity Brokerage Services Llc Henderson NV 01/2017 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2015 → 01/2017
    Various Insurance Carriers For W&R Insurance Agencies
    Las Vegas, NV
  • 04/2015 → 01/2017
    Waddell & Reed, Inc
    Las Vegas, NV
  • 12/2016 → 01/2017
    Uber
    Las Vegas, NV
  • 01/2017 → Present
    Fidelity Brokerage Services Llc
    Henderson, NV
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Las Vegas, NV
    Henderson, NV
    Henderson, NV
  • 2017-02-01 → 2018-07-13
    Strategic Advisers Llc
    Henderson, NV
  • 2015-05-06 → 2017-01-09
    Waddell & Reed
    Las Vegas, NV
  • 2015-03-18 → 2015-05-08
    Msi Financial Services, Inc.
    Las Vegas, NV
    Las Vegas, NV
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-09-29
S63 Uniform Securities Agent State Law Examination 2002-04-27
  • S66 Uniform Combined State Law Examination
    2014-09-29
  • S63 Uniform Securities Agent State Law Examination
    2002-04-27
Other Names
  • Robert Mason Bozworth

View on SEC IAPD

Other Firms

EDWARD JONES
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
FOUNDATIONS INVESTMENT ADVISORS LLC
THE WEALTH CONSULTING GROUP
THRIVE WISE WEALTH
CHARLES SCHWAB & CO., INC.

Other Investors

Todd Douglas Hauge
Farhad Kalanaki
Madhu sudan Sharma
Daniel Carvallo
LIZETTE LARA
Adam William Turek
Markus William Gamett
TROY DUKE ERWIN

Other Offices

EDWARD JONES · HENDERSON, NV
J.P. MORGAN SECURITIES LLC · HENDERSON, NV
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · HENDERSON, NV
WELLS FARGO CLEARING SERVICES, LLC · HENDERSON, NV
FOUNDATIONS INVESTMENT ADVISORS LLC · HENDERSON, NV
THE WEALTH CONSULTING GROUP · Henderson, NV
THRIVE WISE WEALTH · HENDERSON, NV
CHARLES SCHWAB & CO., INC. · Henderson, NV

More in Henderson, NV

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor