Kevin Rossdeutscher
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Kevin Rossdeutscher, who also goes by Kevin E Rossdeutscher, Kevin Eugene Rossdeutscher, was a registered financial professional .
Kevin is a previously registered financial professional and started their career in finance in 1999. Kevin had worked at 12 firms and has passed the Series 66, SIE and Series 7 exams.
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
March 31, 2025 - July 17, 2026
STRATEGIC ADVISERS LLC
December 22, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
December 21, 2021 - July 17, 2026
FIDELITY BROKERAGE SERVICES LLC
September 24, 2018 - November 2, 2021
VALIC FINANCIAL ADVISORS, INC.
September 24, 2018 - November 2, 2021
VALIC FINANCIAL ADVISORS, INC.
October 9, 2016 - March 8, 2018
SCOTTRADE INVESTMENT MANAGEMENT
December 8, 2015 - March 8, 2018
SCOTTRADE, INC.
February 6, 2015 - November 23, 2015
NATIONWIDE SECURITIES, LLC
January 10, 2014 - January 13, 2015
WADDELL & REED
January 10, 2014 - January 13, 2015
WADDELL & REED
September 8, 2009 - January 17, 2014
LPL FINANCIAL LLC
September 8, 2009 - January 17, 2014
LPL FINANCIAL LLC
January 27, 2009 - September 8, 2009
MUTUAL SERVICE CORPORATION
September 19, 2001 - December 31, 2003
INVESTMENT STRATEGIES, LTD
August 28, 2001 - September 8, 2009
MUTUAL SERVICE CORPORATION
June 23, 1999 - August 28, 2001
B. C. ZIEGLER AND COMPANY
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
Exams
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.
