Robert Steczkowski

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

Current Registrations

Authority	Category	Status	Date
CT	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

Branch Locations

265 Church St One Century Tower, New Haven, CT 06510-7013 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Ef Legacy Securities, Llc	Henrico	VA	04/2016	08/2017
Edelman Financial Services, Inc	Fairfax	VA	09/2013	08/2017
Tiaa	Hamden	CT	08/2017	12/2017
Tiaa-Cref Individual & Institutional Services, Llc	Hamden	CT	08/2017	12/2017
Fidelity Brokerage Services Llc	Stamford	CT	01/2018	Present
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	Present
Fidelity Investments	Boston	MA	03/2025	Present

04/2016 → 08/2017

Ef Legacy Securities, Llc

Henrico, VA
09/2013 → 08/2017

Edelman Financial Services, Inc

Fairfax, VA
08/2017 → 12/2017

Tiaa

Hamden, CT
08/2017 → 12/2017

Tiaa-Cref Individual & Institutional Services, Llc

Hamden, CT
01/2018 → Present

Fidelity Brokerage Services Llc

Stamford, CT
07/2018 → Present

Fidelity Personal And Workplace Advisors

Boston, MA
03/2025 → Present

Fidelity Investments

Boston, MA

2018-07-13 → 2025-03-31

Fidelity Personal And Workplace Advisors

Boston, MA

New Haven, CT

Trumbull, CT
2018-01-25 → 2018-07-13

Strategic Advisers Llc

New Haven, CT
2017-09-07 → 2017-12-08

Tiaa-Cref Individual & Institutional Services, Llc

Hamden, CT
2013-09-23 → 2017-08-30

Edelman Financial Services, Llc

New York, NY

Fairfax, VA

Farmington, CT

New York, NY
2008-03-11 → 2013-09-05

Strategic Advisers Llc

Stamford, CT
2007-05-10 → 2007-12-17

Chase Investment Services Corp.

Fairfield, CT

Trumbull, CT
2005-12-14 → 2007-05-09

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New Haven, CT

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2005-12-13
S63	Uniform Securities Agent State Law Examination	1999-06-22