Robert Devoe

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

CA RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

San Diego, CA • United States

11943 El Camino Real Ryan Plaza Ste 120 - 110, San Diego, CA 92130-2597 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Td Ameritrade	Jersey City	NJ	07/2010	04/2021
Fidelity Investments	San Diego	CA	12/2021	Present
Unemployed	San Diego	CA	04/2021	12/2021
Fidelity Investments	Boston	MA	03/2025	Present

07/2010 → 04/2021

Td Ameritrade

Jersey City, NJ
12/2021 → Present

Fidelity Investments

San Diego, CA
04/2021 → 12/2021

Unemployed

San Diego, CA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2022-03-10 → 2025-03-31

Fidelity Personal And Workplace Advisors

San Diego, CA
2010-08-03 → 2021-04-20

Td Ameritrade, Inc.

Fort Worth, TX

Jersey City, NJ

Jersey City, NJ

San Diego, CA

San Diego, CA

Jersey City, NJ
2010-08-03 → 2021-04-20

Td Ameritrade Investment Management, Llc

Jersey City, NJ

San Diego, CA
2009-04-28 → 2009-07-21

Msi Financial Services, Inc.

Jersey City, NJ

Cranford, NJ
2008-07-14 → 2009-05-07

Valic Financial Advisors, Inc.

Mount Laurel, NJ

Berkeley Heights, NJ
2007-04-27 → 2007-05-11

Pnc Wealth Management Llc

Cresskill, NJ

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2007-05-07
S63	Uniform Securities Agent State Law Examination	1997-09-04

S65 Uniform Investment Adviser Law Examination

2007-05-07
S63 Uniform Securities Agent State Law Examination

1997-09-04

Other Names

Robert Victor Devoe
Robert Devoe

View on SEC IAPD