Robert William Powell

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2016 → 07/2020
  Ameriprise Financial Services, Inc.
  Voorhees, NJ
• 07/2016 → 07/2020
  Kenneth R Blackmon
  Voorhees, NJ
• 07/2020 → 04/2022
  Jp Morgan Chase Bank
  Wayne, PA
• 07/2020 → 04/2022
  Jpmorgan Securities Llc
  Wayne, PA
• 09/2012 → 12/2019
  Collingswood Presbyterian Church
  Collingswood, NJ
• 04/2022 → Present
  Fidelity Investments
  Marlton, NJ
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-05-24 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Marlton, NJ
• 2020-08-25 → 2022-04-08
  J.P. Morgan Securities Llc
  Cherry Hill, NJ
  Wayne, PA
  Philadelphia, PA
  Wayne, PA
• 2019-07-17 → 2020-07-29
  Ameriprise Financial Services, Llc
  Voorhees, NJ

Other Businesses

OBA-67766|OrgNmn:Powell Music|Org Addr:Collingswo,New Jersey,US|OBA Nature:Music consulting and performan|Invst Rel:N|Title:Sole Proprietor|Duties:1-2 hours per week on average, working with individuals to educate and coach for music.|StrtDt:04-12-22|TotHrs/mon:5|TrdHrs/mon:0|

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-07-10
• S63 Uniform Securities Agent State Law Examination
  2015-02-07

Other Names

• Robert William Powell
• Robert W Powell