Steven R. Salovitch
STRATEGIC ADVISERS LLC | Financial Consultant
DELRAY BEACH, FL
Some features on this profile are disabled
CRD#: 3261727
Professional summary
Steven R Salovitch, who also goes by Steven Richard Salovitch, Steven Salovitch, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Delray Beach, Florida and FIDELITY BROKERAGE SERVICES LLC located in Boca Raton, Florida.
Steven is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Steven has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
My team and I are focused on applying Fidelity's financial planning and extensive resources to collaborate with clients and families like yours to create strategies designed to protect and grow their wealth. With over 35 years of Financial Services experience, I bring a seasoned perspective and deep history of working closely with clients to ensure a successful long term relationship.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Steven Richard Salovitch | Steven Salovitch
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 Steven R Salovitch'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®
NoneEducation
Swarthmore College
Bachelor of Arts (BA), Graduated with Honors - Economics
1985
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 1400 Glades Road Suite 180, Boca Raton, FL 33431-6457RIA
CRD#: 104555
DELRAY BEACH, FL
Current
April 26, 2019 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 1400 Glades Road, Suite 180, Boca Raton, FL 33431BD
CRD#: 7784
Boca Raton, FL
Past
May 6, 2019 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
BOCA RATON, FL
Past
January 28, 2019 - April 23, 2019
MORGAN STANLEY
RIA
CRD#: 149777
BOCA RATON, FL
Past
October 25, 2018 - April 23, 2019
MORGAN STANLEY
BD
CRD#: 149777
BOCA RATON, FL
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
Arizona(9/16/2025)
RR
California(1/4/2025)
RR
Colorado(1/4/2025)
RR
Connecticut(4/2/2025)
RR
Florida(4/26/2019)
IAR
Florida(3/31/2025)
RR
Georgia(9/29/2023)
RR
Hawaii(1/6/2025)
RR
Illinois(1/24/2020)
RR
Indiana(11/4/2024)
RR
Kansas(3/25/2023)
RR
Kentucky(2/12/2025)
RR
Maine(3/7/2025)
RR
Maryland(3/4/2022)
RR
Massachusetts(4/26/2019)
RR
Michigan(12/4/2024)
RR
Minnesota(3/12/2021)
RR
Missouri(3/12/2024)
RR
Montana(12/3/2024)
RR
New Jersey(4/26/2019)
RR
New York(4/26/2019)
RR
North Carolina(7/31/2025)
RR
Ohio(9/29/2023)
RR
Pennsylvania(2/5/2020)
RR
South Carolina(2/6/2020)
RR
Tennessee(2/12/2025)
RR
Texas(6/4/2021)
IAR
Texas(3/31/2025)
RR
Utah(5/3/2024)
RR
Vermont(5/3/2024)
RR
Virginia(3/12/2021)
RR
West Virginia(6/20/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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.
Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Delray Beach, FLTRUST BUT VERIFY
Monitor Steven Salovitch
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
