Best Investors Account Sign in

Robert B. Worsham

Strategic Advisers LLC

Fort Lauderdale, FL

Ft. Lauderdale, FL

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Fort Lauderdale, FL • United States

450 N Federal Hwy Suite 200 / 300, Ft. Lauderdale, FL 33301-1122 • 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 Jacksonville FL 08/2006 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2006 → Present
    Fidelity Brokerage Services Llc
    Jacksonville, FL
  • 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
    Ft. Lauderdale, FL
    Fort Lauderdale, FL
  • 2016-12-05 → 2018-07-13
    Strategic Advisers Llc
    Boca Raton, FL
    Ft. Lauderdale, FL
Other Businesses

OBA-59380|OrgNmn:Montana Salt Works LLC |Org Addr:Acworth ,Georgia,US|OBA Nature:Farm Land |Invst Rel:N|Title:Owner/Member |Duties:N/A|StrtDt:05-24-21|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-11-21
S63 Uniform Securities Agent State Law Examination 2007-01-29
  • S65 Uniform Investment Adviser Law Examination
    2016-11-21
  • S63 Uniform Securities Agent State Law Examination
    2007-01-29
Other Names
  • Robert Bryan Worsham

View on SEC IAPD

More in Fort Lauderdale, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor