Robert V. Devoe

STRATEGIC ADVISERS LLC | Financial Consultant I

SAN DIEGO, CA

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CRD#: 2857536

Professional summary

Robert Victor Devoe, who also goes by Robert VIctor Devoe, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in San Diego, California and FIDELITY BROKERAGE SERVICES LLC located in San Diego, California.

Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Robert has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 10 and Series 9 exams.

Biography

I partner with clients to get to know them both personally & professionally; complete an analysis of their situation; then discuss strategies tailored to their preferences.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Robert Victor Devoe

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Victor Devoe's CRS (Customer Relationship Summary).

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®

None

Education

Thomas Edison State College

Bachelor of Arts (BA) - Business Administration

2016

Culinary Institute of America

Occupational Studies - Occupational Studies

1992

Kingsborough CC

AAS Accounting - Accounting

1984

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 11943 El Camino Real Ste 120 Ryan Plaza, San Diego, CA 92130

RIA

CRD#: 104555

SAN DIEGO, CA

Current

February 1, 2022 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 11943 El Camino Real Ste 120 Ryan Plaza, San Diego, CA 92130

CRD#: 7784

San Diego, CA

Past

March 10, 2022 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

SAN DIEGO, CA

Past

August 3, 2010 - April 20, 2021

TD AMERITRADE, INC.

RIA

CRD#: 7870

San Diego, CA

Past

August 3, 2010 - April 20, 2021

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

San Diego, CA

Past

August 3, 2010 - April 20, 2021

TD AMERITRADE, INC.

CRD#: 7870

San Diego, CA

Past

April 28, 2009 - July 21, 2009

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

JERSEY CITY, NJ

Past

April 22, 2009 - July 21, 2009

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

Past

July 14, 2008 - May 7, 2009

VALIC FINANCIAL ADVISORS, INC.

RIA

CRD#: 42803

MALVERN, PA

Past

July 14, 2008 - May 7, 2009

VALIC FINANCIAL ADVISORS, INC.

CRD#: 42803

MALVERN, PA

Past

August 2, 2007 - July 17, 2008

ALLSTATE FINANCIAL SERVICES, LLC

CRD#: 18272

EDGEWATER, NJ

Past

April 27, 2007 - May 11, 2007

PNC WEALTH MANAGEMENT LLC

RIA

CRD#: 129052

CRESSKILL, NJ

Past

April 19, 2007 - May 11, 2007

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

CRESSKILL, NJ

Past

August 26, 1997 - December 4, 2006

TD AMERITRADE, INC.

CRD#: 7870

NEW YORK, NY

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".

STRATEGIC ADVISERS LLC

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.

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

Alabama
(1/8/2025)

Arizona
(9/23/2022)

California
(2/1/2022)

IAR

California
(3/31/2025)

Colorado
(12/6/2022)

Connecticut
(11/13/2025)

Florida
(3/1/2024)

Hawaii
(8/21/2024)

Idaho
(11/13/2025)

Illinois
(12/2/2024)

Indiana
(8/21/2024)

Iowa
(5/5/2025)

Massachusetts
(11/13/2025)

Montana
(11/13/2025)

Nevada
(9/23/2022)

New Mexico
(11/13/2025)

New York
(12/2/2024)

North Carolina
(11/10/2025)

Oregon
(12/2/2024)

Pennsylvania
(3/1/2024)

Tennessee
(3/25/2023)

Texas
(9/29/2023)

IAR

Texas
(3/31/2025)

Utah
(7/21/2023)

Vermont
(7/21/2023)

Virginia
(7/21/2023)

Washington
(12/6/2022)

Wyoming
(11/13/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/7/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/4/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/25/1997

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 3/26/2014

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 1/31/2014

General Securities Sales Supervisor - Options Module Examination

SRO Registrations

FINRA

SRO Registrations

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

CRD#: 104555 / SEC#: 801-13243

RIA

Registered Investment Advisory firm - (8/11/1977 Approved)

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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

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)

FIDELITY STRATEGIC DISCIPLINES (11/10/2025)

FIDELITY WEALTH SERVICES (9/10/2025)

STRATEGIC ADVISERS LLC (9/10/2025)

FIDELITY MANAGED FIDFOLIOS (3/31/2025)

FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)

FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

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	Cover Page	Report

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Robert V. Devoe

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Victor Devoe's CRS (Customer Relationship Summary).

Certified licenses

Education

Thomas Edison State College

Culinary Institute of America

Kingsborough CC

Experience

FIDELITY BROKERAGE SERVICES LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

TD AMERITRADE, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

MSI FINANCIAL SERVICES, INC.

MSI FINANCIAL SERVICES, INC.

VALIC FINANCIAL ADVISORS, INC.

VALIC FINANCIAL ADVISORS, INC.

ALLSTATE FINANCIAL SERVICES, LLC

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

TD AMERITRADE, INC.

Primary Firm SEC Registration

STRATEGIC ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/7/2007

Series 63

Date: 9/4/1997

SIE

Date: 10/1/2018

Series 7

Date: 8/25/1997

Series 10

Date: 3/26/2014

Series 9

Date: 1/31/2014

FINRA

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

STRATEGIC ADVISERS LLC

TRUST BUT VERIFY

Contact information

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