Bobby Rost

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

• 08/2015 → Present
  Fidelity Brokerage Services Llc
  Greenwood Village, CO
• 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
  Greenwood Village, CO
• 2018-05-30 → 2018-07-13
  Strategic Advisers Llc
  Greenwood Village, CO

Other Businesses

OBA-12405|OrgNmn:LYFT|Org Addr:Golden,Colorado,US|OBA Nature:Rideshare|Invst Rel:N|Title:Driver|Duties:Driving customers to their desired locations.|StrtDt:04-08-19|TotHrs/mon:20|TrdHrs/mon:0|OBA-8149|OrgNmn:Denver Football Officials Association|Org Addr:Golden,Colorado,US|OBA Nature:High school football officiati|Invst Rel:N|Title:Official/referee/umpire|Duties:Officiate high school football games; freshman, junior varsity and varsity.|StrtDt:07-13-17|TotHrs/mon:10|TrdHrs/mon:0|OBA-12400|OrgNmn:Uber|Org Addr:Golden,Colorado,US|OBA Nature:Ridesharing.|Invst Rel:N|Title:Driver|Duties:Driving customers to their desired locations.|StrtDt:04-08-19|TotHrs/mon:20|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2018-02-23
• S63 Uniform Securities Agent State Law Examination
  2013-08-28

Other Names

• Bobby Arnold Rost
• Robert Rost
• Robert Arnold Rost
• Robert Arnold Rost
• Bobby Arnold Rost