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Steven Schob

Strategic Advisers LLC

Tacoma, WA

Tukwila, WA

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

Branch Locations

Tacoma, WA • United States

304 Strander Blvd, Tukwila, WA 98188-2939 • 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
Self-Employed 6755 S Ivy St., Unit B8 CO 01/2000 07/2020
Hough Foundation Vancouver WA 06/2013 07/2020
Derek Rieth Project Portland OR 05/2014 07/2020
Bravo Youth Orchestras Portland OR 06/2018 07/2020
Vancouver First United Methodist Church Vancouver WA 06/2010 10/2016
Fidelity Investments Greenwood Village CO 07/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2000 → 07/2020
    Self-Employed
    6755 S Ivy St., Unit B8, CO
  • 06/2013 → 07/2020
    Hough Foundation
    Vancouver, WA
  • 05/2014 → 07/2020
    Derek Rieth Project
    Portland, OR
  • 06/2018 → 07/2020
    Bravo Youth Orchestras
    Portland, OR
  • 06/2010 → 10/2016
    Vancouver First United Methodist Church
    Vancouver, WA
  • 07/2020 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-02-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-02-19
S63 Uniform Securities Agent State Law Examination 2020-10-21
  • S66 Uniform Combined State Law Examination
    2021-02-19
  • S63 Uniform Securities Agent State Law Examination
    2020-10-21
Designations
Other Names
  • Steven Charles Schob
  • Steven Schob

View on SEC IAPD

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