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Ronald V Neblett

Ronald V. Neblett

STRATEGIC ADVISERS LLC | Wealth Management Planning Consultant I
ARLINGTON, VA
Some features on this profile are disabled
CRD#: 4348776
Ronald V Neblett

Professional summary

Ronald V Neblett, CFP®, who also goes by Ron Neblett, Ronald VIctor Neblett, Ronald V Neblett, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Arlington, Virginia and FIDELITY BROKERAGE SERVICES LLC located in Tysons Corner, Virginia.

Ronald is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Ronald has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 10 and Series 9 exams.

Biography

As a Wealth Management Planning Consultant, I seek to provide responsive, exemplary service to clients and their families, and to help facilitate the development of their continually evolving financial plans. Our team will coordinate with a group of dedicated planning specialists to evaluate your family's needs and goals, and work with you to create a holistic plan to build, preserve, and transfer your wealth.
top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Ron Neblett | Ronald Victor Neblett | Ronald V Neblett

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 Ronald V Neblett'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

Education

George Mason University

Certified Financial Planner Certificate Program - Certified Financial Planning

2015

George Washington University

Masters in Professional Sudies - Paralegal Studies

2012

College of William and Mary

Bachelor of Arts (BA) - History

1995

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 1861 International Dr Suite 100, Tysons Corner, VA 22102-4410
RIA
CRD#: 104555
ARLINGTON, VA
Current

August 13, 2018 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 1861 International Dr, Suite 100, Tysons Corner, VA 22102
BD
CRD#: 7784
Tysons Corner, VA
Past

August 20, 2018 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
TYSONS CORNER, VA
Past

June 19, 2017 - July 25, 2018

VARIANT PRIVATE WEALTH LLC

RIA
CRD#: 288011
VIENNA, VA
Past

February 1, 2017 - June 12, 2017

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
Vienna, VA
Past

February 1, 2017 - June 12, 2017

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
Vienna, VA
Past

April 22, 2016 - February 6, 2017

RETIREONE INVESTMENT SERVICES, LLC

BD
CRD#: 269923
FAIRFAX, VA
Past

January 13, 2015 - February 6, 2017

EDELMAN FINANCIAL SERVICES, LLC

RIA
CRD#: 113299
FAIRFAX, VA
Past

January 13, 2015 - April 22, 2016

SANDERS MORRIS LLC

BD
CRD#: 20580
ALEXANDRIA, VA
Past

November 9, 2012 - January 27, 2015

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
ALEXANDRIA, VA
Past

November 8, 2012 - January 26, 2015

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
ALEXANDRIA, VA
Past

May 25, 2010 - June 17, 2011

UNITED BROKERAGE SERVICES, INC

RIA
CRD#: 39062
FALLS CHURCH, VA
Past

May 25, 2010 - June 17, 2011

UNITED BROKERAGE SERVICES, INC

BD
CRD#: 39062
FALLS CHURCH, VA
Past

July 24, 2009 - May 27, 2010

EDWARD JONES

RIA
CRD#: 250
FALLS CHURCH, VA
Past

July 24, 2009 - May 27, 2010

EDWARD JONES

BD
CRD#: 250
FALLS CHURCH, VA
Past

August 28, 2001 - May 6, 2009

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
LYNCHBURG, VA
Past

February 13, 2001 - May 6, 2009

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
LYNCHBURG, VA

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
Alabama
(8/13/2018)
RR
Alaska
(8/13/2018)
RR
Arizona
(8/13/2018)
RR
Arkansas
(8/13/2018)
RR
California
(8/13/2018)
RR
Colorado
(8/13/2018)
RR
Connecticut
(8/13/2018)
RR
Delaware
(8/13/2018)
RR
District of Columbia
(8/13/2018)
RR
Florida
(8/13/2018)
RR
Georgia
(8/13/2018)
RR
Hawaii
(8/13/2018)
RR
Idaho
(8/13/2018)
RR
Illinois
(8/13/2018)
RR
Indiana
(8/13/2018)
RR
Iowa
(8/13/2018)
RR
Kansas
(8/13/2018)
RR
Kentucky
(8/13/2018)
RR
Louisiana
(8/13/2018)
RR
Maine
(8/13/2018)
RR
Maryland
(8/13/2018)
RR
Massachusetts
(8/13/2018)
RR
Michigan
(8/13/2018)
RR
Minnesota
(8/13/2018)
RR
Mississippi
(8/13/2018)
RR
Missouri
(8/13/2018)
RR
Montana
(8/13/2018)
RR
Nebraska
(8/13/2018)
RR
Nevada
(8/13/2018)
RR
New Hampshire
(8/13/2018)
RR
New Jersey
(8/13/2018)
RR
New Mexico
(8/13/2018)
RR
New York
(8/13/2018)
RR
North Carolina
(8/13/2018)
RR
North Dakota
(8/13/2018)
RR
Ohio
(8/13/2018)
RR
Oklahoma
(8/13/2018)
RR
Oregon
(8/13/2018)
RR
Pennsylvania
(8/13/2018)
RR
Puerto Rico
(8/13/2018)
RR
Rhode Island
(8/13/2018)
RR
South Carolina
(8/13/2018)
RR
South Dakota
(8/13/2018)
RR
Tennessee
(8/13/2018)
RR
Texas
(8/13/2018)
IAR
Texas
(3/31/2025)
RR
Utah
(8/13/2018)
RR
Vermont
(8/13/2018)
RR
Virgin Islands
(8/13/2018)
RR
Virginia
(8/13/2018)
IAR
Virginia
(3/31/2025)
RR
Washington
(8/13/2018)
RR
West Virginia
(8/13/2018)
RR
Wisconsin
(8/13/2018)
RR
Wyoming
(8/13/2018)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/9/2001
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 2/21/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/12/2001
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 11/18/2013
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 8/12/2013
General Securities Sales Supervisor - Options Module Examination
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)
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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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts2,486,631
AUM (Assets Under Management)$ 1,067,664,605,590

Accountant surprise examination report

Filing DateForm ADV-E CoverForm 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.

Company Information

STRATEGIC ADVISERS LLC

Wealth Management Planning Consultant ICRD#: 104555Arlington, VA

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