Robert M. Bozworth
Professional summary
Robert Mason Bozworth, who also goes by Robert Mason Bozworth, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Las Vegas, Nevada and FIDELITY BROKERAGE SERVICES LLC located in Henderson, Nevada.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Robert has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Robert Mason Bozworth's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 2225 Village Walk Drive Shops At Green Valley Ranch Ste, Henderson, NV 89052-5680January 27, 2017 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 2225 Village Walk Drive, Ste 199 Shops At Green Valley Ranch, Henderson, NV 89052July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
February 1, 2017 - July 13, 2018
STRATEGIC ADVISERS LLC
May 6, 2015 - January 9, 2017
WADDELL & REED
April 23, 2015 - January 9, 2017
WADDELL & REED
March 18, 2015 - May 8, 2015
MSI FINANCIAL SERVICES, INC.
September 8, 2014 - May 8, 2015
MSI FINANCIAL SERVICES, INC.
May 29, 2007 - January 22, 2013
CITIGROUP GLOBAL MARKETS INC.
April 22, 2002 - May 29, 2007
CITICORP INVESTMENT SERVICES
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
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(6/13/2025)
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(3/31/2025)
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(7/9/2025)
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Exams
FINRA
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.
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