MR
Margaret R. Roberts
STRATEGIC ADVISERS
BAY VILLAGE, OH
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CRD#: 2503447
MR
Professional summary
Margaret R Roberts, who also goes by Margaret Anne Reim, Meg Reim, Margaret A Roberts, Margaret Reim Roberts, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Bay Village, Ohio and FIDELITY BROKERAGE SERVICES LLC located in Covington, Kentucky.
Margaret is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Margaret has worked at 7 firms and has passed the Series 66, Series 63, Series 65, Series 7TO, SIE, Series 55, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Margaret Anne Reim | Meg Reim | Margaret A Roberts | Margaret Reim Roberts
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Margaret R Roberts's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 14, 2026 - Present
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
BAY VILLAGE, OH
Current
March 21, 2023 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 100 Howe Drive, Covington, KY 41015BD
CRD#: 7784
Covington, KY
Past
November 9, 2022 - January 4, 2023
EDWARD JONES
BD
CRD#: 250
VERMILION, OH
Past
December 10, 2009 - May 26, 2010
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
MAYFIELD HEIGHTS, OH
Past
July 21, 2005 - September 30, 2009
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
FAIRLAWN, OH
Past
October 23, 1997 - August 11, 2003
PARKER/HUNTER INCORPORATED
BD
CRD#: 7324
PITTSBURGH, PA
Past
July 16, 1996 - October 6, 1997
KEYBANC CAPITAL MARKETS INC.
BD
CRD#: 566
CLEVELAND, OH
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(3/22/2023)
RR
Alaska(4/6/2023)
RR
Arizona(3/28/2023)
RR
Arkansas(4/11/2023)
RR
California(3/21/2023)
RR
Colorado(3/22/2023)
RR
Connecticut(3/22/2023)
RR
Delaware(3/23/2023)
RR
District of Columbia(3/21/2023)
RR
Florida(3/22/2023)
RR
Georgia(3/23/2023)
RR
Hawaii(3/24/2023)
RR
Idaho(3/22/2023)
RR
Illinois(3/22/2023)
RR
Indiana(3/23/2023)
RR
Iowa(3/23/2023)
RR
Kansas(3/22/2023)
RR
Kentucky(3/23/2023)
RR
Louisiana(3/24/2023)
RR
Maine(3/22/2023)
RR
Maryland(3/23/2023)
RR
Massachusetts(3/21/2023)
RR
Michigan(3/23/2023)
RR
Minnesota(3/22/2023)
RR
Mississippi(3/23/2023)
RR
Missouri(3/23/2023)
RR
Montana(3/27/2023)
RR
Nebraska(3/21/2023)
RR
Nevada(3/27/2023)
RR
New Hampshire(3/23/2023)
RR
New Jersey(3/22/2023)
RR
New Mexico(3/22/2023)
RR
New York(3/26/2023)
RR
North Carolina(3/22/2023)
RR
North Dakota(3/27/2023)
RR
Ohio(3/21/2023)
IAR
Ohio(1/15/2026)
RR
Oklahoma(3/22/2023)
RR
Oregon(3/23/2023)
RR
Pennsylvania(3/22/2023)
RR
Puerto Rico(4/3/2023)
RR
Rhode Island(3/28/2023)
RR
South Carolina(3/27/2023)
RR
South Dakota(3/24/2023)
RR
Tennessee(3/23/2023)
RR
Texas(3/21/2023)
IAR
Texas(1/14/2026)
RR
Utah(3/22/2023)
RR
Vermont(3/23/2023)
RR
Virgin Islands(3/23/2023)
RR
Virginia(3/22/2023)
RR
Washington(3/22/2023)
RR
West Virginia(3/23/2023)
RR
Wisconsin(3/21/2023)
RR
Wyoming(3/29/2023)
Exams
State Security Law Exam
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 11/9/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 2/4/2000
Limited Representative-Equity Trader ExamGeneral Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Loading...
Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
