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Robert A. Allsup

Strategic Advisers LLC

Trophy Club, TX

Southlake, TX

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Trophy Club, TX • United States

1540 East Southlake Blvd, Southlake, TX 76092-6421 • 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
Td Ameritrade Fort Worth TX 02/2010 06/2020
Fidelity Investments Southlake TX 06/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2010 → 06/2020
    Td Ameritrade
    Fort Worth, TX
  • 06/2020 → Present
    Fidelity Investments
    Southlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-06-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Trophy Club, TX
    Southlake, TX
  • 2010-03-12 → 2020-06-09
    Td Ameritrade, Inc.
    Westlake, TX
  • 2010-03-12 → 2020-06-09
    Td Ameritrade Investment Management, Llc
    Ft Worth, TX
    Southlake, TX
  • 2007-11-12 → 2010-02-17
    Strategic Advisers Llc
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-11-09
S63 Uniform Securities Agent State Law Examination 2003-12-30
  • S66 Uniform Combined State Law Examination
    2007-11-09
  • S63 Uniform Securities Agent State Law Examination
    2003-12-30
Other Names
  • Robert A Allsup
  • Robert Allen Allsup
  • Robert Allen Allsup
  • Robert Allsup

View on SEC IAPD

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