Robert J. Steczkowski
Professional summary
Robert Joseph Steczkowski, CFP®, who also goes by Robert Joseph Steczkowski, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Trumbull, Connecticut and FIDELITY BROKERAGE SERVICES LLC located in New Haven, Connecticut.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Robert has worked at 14 firms and has passed the Series 65, Series 63, SIE, Series 55 and Series 7 exams.
Biography
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Robert Joseph Steczkowski's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2007
Education
Loyola University of Maryland
Bachelor of Business Administration - Finance
1998
Experience
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 265 Church St One Century Tower, New Haven, CT 06510-7013January 17, 2018 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 265 Church St One Century Tower, New Haven, CT 06510-7013July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
January 25, 2018 - July 13, 2018
STRATEGIC ADVISERS LLC
September 7, 2017 - December 8, 2017
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
September 7, 2017 - December 8, 2017
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
April 22, 2016 - August 30, 2017
RETIREONE INVESTMENT SERVICES, LLC
September 23, 2013 - August 30, 2017
EDELMAN FINANCIAL SERVICES, LLC
September 20, 2013 - April 22, 2016
SANDERS MORRIS LLC
March 11, 2008 - September 5, 2013
STRATEGIC ADVISERS LLC
January 14, 2008 - September 4, 2013
FIDELITY BROKERAGE SERVICES LLC
May 10, 2007 - December 17, 2007
CHASE INVESTMENT SERVICES CORP.
May 10, 2007 - December 17, 2007
CHASE INVESTMENT SERVICES CORP.
December 14, 2005 - May 9, 2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
December 7, 2005 - May 9, 2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
June 22, 2004 - December 1, 2005
DAVID LERNER ASSOCIATES, INC.
May 7, 2004 - August 2, 2004
TAFFERER TRADING, LLC
February 17, 2004 - March 18, 2004
FORESTERS FINANCIAL SERVICES, INC.
June 14, 2000 - September 6, 2000
RELIGARE CAPITAL MARKETS (USA) LLC
May 28, 1999 - March 16, 2000
CITIGROUP GLOBAL MARKETS INC.
Primary Firm SEC Registration
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(2/12/2021)
(8/13/2021)
(1/7/2019)
(10/23/2019)
(8/8/2020)
(1/17/2018)
(3/31/2025)
(8/8/2020)
(3/12/2021)
(1/17/2018)
(4/23/2020)
(10/23/2019)
(4/23/2020)
(9/9/2022)
(4/23/2020)
(1/17/2018)
(10/23/2019)
(1/17/2018)
(1/7/2019)
(10/23/2019)
(8/8/2020)
(4/23/2020)
(1/17/2018)
(1/17/2018)
(1/17/2018)
(10/23/2019)
(8/9/2020)
(11/17/2020)
(10/23/2019)
(1/17/2018)
(1/7/2019)
(10/23/2019)
(3/11/2019)
(3/31/2025)
(1/17/2018)
(10/23/2019)
Exams
Series 55
Date: 6/19/2000
Limited Representative-Equity Trader ExamFINRA
New York Stock Exchange
Current Firm
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
Contact information
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.
Company Information
STRATEGIC ADVISERS LLC
Vice President, Financial ConsultantCRD#: 104555Trumbull, CTTRUST BUT VERIFY
Monitor Robert Steczkowski
Get automatic monthly alerts on:
