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Robert Sass

Strategic Advisers LLC

Oak Ridge, TN

Knoxville, TN

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Oak Ridge, TN • United States

11513 Parkside Drive, Knoxville, TN 37934-1976 • 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
Fidelity Brokerage Services, Llc Knoxville TN 08/2013 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2013 → Present
    Fidelity Brokerage Services, Llc
    Knoxville, TN
  • 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
    Knoxville, TN
    Oak Ridge, TN
  • 2013-08-19 → 2018-07-13
    Strategic Advisers Llc
    Knoxville, TN
  • 2007-08-14 → 2013-07-11
    Edward Jones
    Powell, TN
    Oak Ridge, TN
    St Louis, MO
    Knoxville, TN
Other Businesses

OBA-106464|OrgNmn:MAM Productions|Org Addr:Oak Ridge,Tennessee,US|OBA Nature:Podcast and Social Media|Invst Rel:N|Title:Partner|Duties:Production of audio and video podcast for entertainment. Not investment related. |StrtDt:|TotHrs/mon:8|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-06-22
  • S66 Uniform Combined State Law Examination
    2007-06-22
Other Names
  • Robert Harold Sass
  • Bobby Sass
  • Robert Harold Sass
  • Robert Harold Sass

View on SEC IAPD

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