Anthony R. Stowman

STRATEGIC ADVISERS LLC

NEWTOWN SQUARE, PA

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CRD#: 2929752

Professional summary

Anthony Robert Stowman is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Newtown Square, Pennsylvania and FIDELITY BROKERAGE SERVICES LLC located in Smithfield, Rhode Island.

Anthony is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Anthony has worked at 11 firms and has passed the Series 65, Series 63, Series 6TO, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Anthony Robert Stowman'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

Experience

Current

August 29, 2025 - Present

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

NEWTOWN SQUARE, PA

Current

July 18, 2025 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 900 Salem Street, Smithfield, RI 02917

CRD#: 7784

Smithfield, RI

Past

August 14, 2023 - March 27, 2025

EMPOWER ADVISORY GROUP, LLC

RIA

CRD#: 112058

Newtown Square, PA

Past

August 14, 2023 - March 27, 2025

EMPOWER FINANCIAL SERVICES, INC.

CRD#: 13109

GREENWOOD VILLAGE, CO

Past

January 10, 2023 - August 2, 2023

MORGAN STANLEY

CRD#: 149777

West Conshohocken, PA

Past

October 9, 2015 - August 2, 2023

HARRISDIRECT LLC

RIA

CRD#: 42159

West Conshohocken, PA

Past

October 9, 2015 - August 2, 2023

E*TRADE SECURITIES LLC

CRD#: 29106

West Conshohocken, PA

Past

October 5, 2011 - September 23, 2015

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

WARRINGTON, PA

Past

October 3, 2011 - September 22, 2015

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

WARRINGTON, PA

Past

September 1, 2010 - September 21, 2011

LPL FINANCIAL LLC

RIA

CRD#: 6413

EXTON, PA

Past

August 31, 2010 - September 21, 2011

LPL FINANCIAL LLC

CRD#: 6413

EXTON, PA

Past

April 13, 2009 - August 20, 2010

SECURIAN FINANCIAL SERVICES, INC.

RIA

CRD#: 15296

WEST CHESTER, PA

Past

October 13, 2006 - August 20, 2010

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

WEST CHESTER, PA

Past

May 20, 1998 - September 27, 2006

VANGUARD MARKETING CORPORATION

CRD#: 7452

MALVERN, PA

Past

October 16, 1997 - July 27, 1998

GIRARD INVESTMENT SERVICES, LLC

CRD#: 1834

SOUDERTON, PA

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
(8/5/2025)

Alaska
(8/5/2025)

Arizona
(8/5/2025)

Arkansas
(8/5/2025)

California
(8/5/2025)

Colorado
(8/5/2025)

Connecticut
(8/5/2025)

Delaware
(8/5/2025)

District of Columbia
(8/5/2025)

Florida
(8/5/2025)

Georgia
(8/5/2025)

Hawaii
(8/5/2025)

Idaho
(8/5/2025)

Illinois
(8/5/2025)

Indiana
(8/5/2025)

Iowa
(8/5/2025)

Kansas
(8/5/2025)

Kentucky
(8/5/2025)

Louisiana
(8/5/2025)

Maine
(8/5/2025)

Maryland
(8/5/2025)

Massachusetts
(8/5/2025)

Michigan
(8/5/2025)

Minnesota
(8/5/2025)

Mississippi
(8/5/2025)

Missouri
(8/5/2025)

Montana
(8/5/2025)

Nebraska
(8/5/2025)

Nevada
(8/5/2025)

New Hampshire
(8/5/2025)

New Jersey
(8/5/2025)

New Mexico
(8/5/2025)

New York
(8/5/2025)

North Carolina
(8/5/2025)

North Dakota
(8/5/2025)

Ohio
(8/5/2025)

Oklahoma
(8/5/2025)

Oregon
(8/5/2025)

Pennsylvania
(7/18/2025)

IAR

Pennsylvania
(8/29/2025)

Puerto Rico
(8/5/2025)

Rhode Island
(8/5/2025)

South Carolina
(8/5/2025)

South Dakota
(8/5/2025)

Tennessee
(8/5/2025)

Texas
(8/5/2025)

IAR

Texas
(8/29/2025)

Utah
(8/5/2025)

Vermont
(8/5/2025)

Virgin Islands
(8/5/2025)

Virginia
(8/5/2025)

Washington
(8/5/2025)

West Virginia
(8/5/2025)

Wisconsin
(8/5/2025)

Wyoming
(8/5/2025)

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: 11/3/2006

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/17/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6TO

Date: 7/18/2025

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/5/2007

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/14/1997

Investment Company Products/Variable Contracts Representative 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.

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Advisor Monitoring

Firm Stability Insights

Anthony R. Stowman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony Robert Stowman's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIDELITY BROKERAGE SERVICES LLC

EMPOWER ADVISORY GROUP, LLC

EMPOWER FINANCIAL SERVICES, INC.

MORGAN STANLEY

HARRISDIRECT LLC

E*TRADE SECURITIES LLC

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

SECURIAN FINANCIAL SERVICES, INC.

SECURIAN FINANCIAL SERVICES, INC.

VANGUARD MARKETING CORPORATION

GIRARD INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

STRATEGIC ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/3/2006

Series 63

Date: 10/17/1997

Series 6TO

Date: 7/18/2025

SIE

Date: 10/1/2018

Series 7

Date: 12/5/2007

Series 6

Date: 10/14/1997

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

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