Robert F. Stephenson

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

• 03/2011 → Present
  Fidelity Investments
  Covington, KY
• 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
  Lexington, KY
  Paris, KY
• 2012-03-05 → 2018-07-13
  Strategic Advisers Llc
  Covington, KY

Other Businesses

OBA-99541|OrgNmn:Junior Achievement|Org Addr:Lexington ,Kentucky,US|OBA Nature:Junior Achievement's proven le|Invst Rel:N|Title:Board Member|Duties:Serving on the Board of Directors |StrtDt:08-01-23|TotHrs/mon:2|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2012-03-02
• S63 Uniform Securities Agent State Law Examination
  2011-06-27

Designations

• Certified Financial Planner

Other Names

• Robert Farley Stephenson