Best Investors Account Sign in
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CO RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

1801 Wewatta St. Suite 100 And 925, Denver, CO 80202-6319 • United States

Denver, CO • 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
Minnisota Life Insurance Co St. Paul MN 11/2017 09/2018
Securian Financial Services Inc St. Paul MN 11/2017 09/2018
Cri Securities Llc St. Paul MN 11/2017 09/2018
North Star Phoenix AZ 11/2017 09/2018
San Diego Padres San Diego CA 06/2014 09/2017
North Star Resource Group Phoenix AZ 09/2017 10/2017
The Vanguard Group, Inc. Scottsdale AZ 02/2021 07/2024
Ronald Blue Trust Tempe AZ 09/2018 02/2021
Devry University Keller Graduate School Of Management Phoenix AZ 08/2015 12/2016
Self-Employed Tempe AZ 04/2023 04/2023
Fidelity Investments Denver CO 07/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2017 → 09/2018
    Minnisota Life Insurance Co
    St. Paul, MN
  • 11/2017 → 09/2018
    Securian Financial Services Inc
    St. Paul, MN
  • 11/2017 → 09/2018
    Cri Securities Llc
    St. Paul, MN
  • 11/2017 → 09/2018
    North Star
    Phoenix, AZ
  • 06/2014 → 09/2017
    San Diego Padres
    San Diego, CA
  • 09/2017 → 10/2017
    North Star Resource Group
    Phoenix, AZ
  • 02/2021 → 07/2024
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 09/2018 → 02/2021
    Ronald Blue Trust
    Tempe, AZ
  • 08/2015 → 12/2016
    Devry University Keller Graduate School Of Management
    Phoenix, AZ
  • 04/2023 → 04/2023
    Self-Employed
    Tempe, AZ
  • 07/2024 → Present
    Fidelity Investments
    Denver, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-08-15 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Denver, CO
  • 2021-02-26 → 2024-08-07
    Scottsdale, AZ
  • 2018-02-14 → 2018-09-04
    Securian Financial Services, Inc.
    Scottsdale, AZ
  • 2018-02-14 → 2018-09-04
    Cri Securities, Llc
    Scottsdale, AZ
Other Businesses

OBA-131837|OrgNmn:Baseball Lessons|Org Addr:Denver, CO,Colorado,US|OBA Nature:Baseball lessons|Invst Rel:N|Title:Coach|Duties:Pitching and Hitting Lessons|StrtDt:|TotHrs/mon:4|TrdHrs/mon:0|

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-04-01
S66 Uniform Combined State Law Examination 2018-01-16
  • S63 Uniform Securities Agent State Law Examination
    2021-04-01
  • S66 Uniform Combined State Law Examination
    2018-01-16
Designations
Other Names
  • Robert Taylor Cox
  • Robert Cox

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Denver, CO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor