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Roberta King

Strategic Advisers LLC

Columbia, MD

Pikesville, MD

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

10101 Twin Rivers Rd, Columbia, MD 21044-2675 • United States

Pikesville, MD • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services Llc Blue Ash OH 10/2005 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2005 → Present
    Fidelity Brokerage Services Llc
    Blue Ash, OH
  • 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
    Columbia, MD
    Pikesville, MD
  • 2009-03-11 → 2018-07-13
    Strategic Advisers Llc
    Highland Park, IL
    Chicago, IL
    Towson, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-03-10
S63 Uniform Securities Agent State Law Examination 2006-03-06
  • S65 Uniform Investment Adviser Law Examination
    2009-03-10
  • S63 Uniform Securities Agent State Law Examination
    2006-03-06
Other Names
  • Roberta King
  • Roberta L King

View on SEC IAPD

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CHRISTOPHER ANTHONY SCHIPSKE
CHRISTOPHER ANTHONY SADOWSKI
YA MENG
EMELIA ADUTWUMWAA SARBENG
ZHIYUAN ZHANG
Yan Zhang
NIANKE MA

Other Offices

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CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Columbia , MD
TRANSAMERICA FINANCIAL ADVISORS, LLC · COLUMBIA, MD
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Columbia, MD
WHITE OAK WEALTH MANAGEMENT · COLUMBIA, MD
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WHITE OAK WEALTH MANAGEMENT · COLUMBIA, MD
WELLS FARGO CLEARING SERVICES, LLC · COLUMBIA, MD

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