Robert B. Creedle

STRATEGIC ADVISERS LLC | Financial Consultant

HILLSBOROUGH, NC

Some features on this profile are disabled

CRD#: 4258099

Professional summary

Robert Bradley Creedle, CFP®, who also goes by Brad Creedle, Robert Creedle, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Hillsborough, North Carolina and FIDELITY BROKERAGE SERVICES LLC located in Durham, North Carolina.

Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Robert has worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Biography

I strive to be a trusted adviser for my clients and their families. I build meaningful relationships with clients and combine my passion for financial planning with the vast capabilities of Fidelity to help individuals and families work toward what is most important to them. I collaborate with clients to provide the education, tools, resources, and support to create and maintain a personalized financial plan.

Question & Answer

What are your service offerings?

Investment Planning

Retirement Planning

Comprehensive Financial Planni...

Long-term Care

Insurance Planning

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

Brad Creedle | Robert Creedle

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 Bradley Creedle'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®

CFP^®

Certified Financial Planner

Start date: 2012

Education

Radford University

Bachelor of Economics - Economics

2000

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 7011 Fayetteville Rd Suite 110, Durham, NC 27713

RIA

CRD#: 104555

HILLSBOROUGH, NC

Current

April 15, 2022 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 7011 Fayetteville Rd Suite 110, Durham, NC 27713

CRD#: 7784

Durham, NC

Past

April 25, 2022 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

DURHAM, NC

Past

September 20, 2016 - March 28, 2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

CHAPEL HILL, NC

Past

September 20, 2016 - March 28, 2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

CHAPEL HILL, NC

Past

September 6, 2011 - September 14, 2016

VALIC FINANCIAL ADVISORS, INC.

RIA

CRD#: 42803

DURHAM, NC

Past

July 26, 2011 - September 14, 2016

VALIC FINANCIAL ADVISORS, INC.

CRD#: 42803

DURHAM, NC

Past

October 5, 2004 - July 27, 2011

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

CHAPEL HILL, NC

Past

October 4, 2004 - July 27, 2011

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

CHAPEL HILL, NC

Past

April 16, 2003 - May 3, 2004

WADDELL & REED

RIA

CRD#: 866

RALEIGH, NC

Past

April 9, 2003 - May 3, 2004

WADDELL & REED

CRD#: 866

OVERLAND PARK, KS

Past

October 24, 2001 - February 14, 2003

FORESTERS EQUITY SERVICES, INC.

CRD#: 18464

SAN DIEGO, CA

Past

October 24, 2000 - July 20, 2001

AMERIPRISE ADVISOR SERVICES, INC.

CRD#: 5979

DETROIT, MI

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

California
(7/26/2024)

Delaware
(5/19/2023)

Florida
(8/18/2022)

Georgia
(7/24/2023)

Maryland
(7/14/2025)

Massachusetts
(11/19/2024)

Michigan
(11/21/2023)

Missouri
(6/20/2024)

New Hampshire
(7/29/2024)

New York
(7/28/2024)

North Carolina
(4/19/2022)

IAR

North Carolina
(3/31/2025)

South Carolina
(7/3/2024)

Tennessee
(2/3/2025)

Virginia
(4/20/2022)

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 66

Date: 4/14/2003

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 10/31/2000

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: 1/29/2001

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/15/2000

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)

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

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

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Robert B. Creedle

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Bradley Creedle's CRS (Customer Relationship Summary).

Certified licenses

Education

Radford University

Experience

FIDELITY BROKERAGE SERVICES LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

VALIC FINANCIAL ADVISORS, INC.

VALIC FINANCIAL ADVISORS, INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

WADDELL & REED

WADDELL & REED

FORESTERS EQUITY SERVICES, INC.

AMERIPRISE ADVISOR SERVICES, INC.

Primary Firm SEC Registration

STRATEGIC ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/14/2003

Series 63

Date: 10/31/2000

SIE

Date: 10/1/2018

Series 7

Date: 1/29/2001

Series 6

Date: 9/15/2000

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

Similar Advisors