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Adam Riback

Strategic Advisers LLC

Greenwood Lake, NY

Nanuet, NY

CRD 2598577

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Greenwood Lake, NY • United States

2142 Fashion Drive, Nanuet, NY 10954-2747 • 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
Allstate Insurance Co New York NY 01/2016 06/2019
Adam Riback & Associates Brooklyn NY 11/2001 04/2021
Td Ameritrade, Inc Brooklyn NY 07/2019 01/2021
Fidelity Investments Merrimack NH 04/2021 Present
College For+ Financial Planning On-Line NY 02/2021 03/2021
Fidelity Investments Boston MA 03/2025 Present
  • 01/2016 → 06/2019
    Allstate Insurance Co
    New York, NY
  • 11/2001 → 04/2021
    Adam Riback & Associates
    Brooklyn, NY
  • 07/2019 → 01/2021
    Td Ameritrade, Inc
    Brooklyn, NY
  • 04/2021 → Present
    Fidelity Investments
    Merrimack, NH
  • 02/2021 → 03/2021
    College For+ Financial Planning
    On-Line, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-07-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Brooklyn, NY
  • 2019-07-05 → 2021-01-11
    Td Ameritrade, Inc.
    Brooklyn, NY
  • 2019-07-09 → 2020-12-31
    Td Ameritrade Investment Management, Llc
    Brooklyn, NY
  • 2019-01-15 → 2019-06-20
    Allstate Financial Advisors, Llc
    New York, NY
Other Businesses

OBA-59825|OrgNmn:Adam Riback & Associates|Org Addr:Greenwood ,New York,US|OBA Nature:Underwater Leak Detection|Invst Rel:N|Title:Sole Proprietor|Duties:Inspect a pool and find and repair the leak|StrtDt:|TotHrs/mon:15|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-11-26
S63 Uniform Securities Agent State Law Examination 1995-06-07
  • S66 Uniform Combined State Law Examination
    2018-11-26
  • S63 Uniform Securities Agent State Law Examination
    1995-06-07
Other Names
  • Adam Steven Riback

View on SEC IAPD

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