Robert A. Allsup
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
TROPHY CLUB, TX
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CRD#: 4662141
Professional summary
Robert A. Allsup II, CFP®, who also goes by Robert A Allsup II, Robert Allen Allsup Ii, Robert Allen Allsup, Robert Allsup, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Trophy Club, Texas and FIDELITY BROKERAGE SERVICES LLC located in Southlake, Texas.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Robert has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Biography
I am a firm believer that our success as a company is only as good as the experience we provide to our clients. My goal is to simplify the complex world of investing by partnering with my clients to reflect on what is important to them, and then help them align their use of capital with those values. I consider what we do noble work and I am honored to serve you as a client.
Question & Answer
What are your service offerings?
Retirement Planning
Investment Planning
Education Planning
Long-term Care
Retirement Income Management
Life Transitions
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
Robert A Allsup Ii | Robert Allen Allsup Ii | Robert Allen Allsup | Robert Allsup
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 Robert A. Allsup II'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®
CFP®
Start date: 2021
Education
Dallas Baptist University
Bachelor of Business Administration - Business Administration, Management, Operations
2002
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 1540 East Southlake Blvd, Southlake, TX 76092RIA
CRD#: 104555
TROPHY CLUB, TX
Current
June 16, 2020 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 1540 East Southlake Blvd., Southlake, TX 76092-6422BD
CRD#: 7784
Southlake, TX
Past
June 18, 2020 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
SOUTHLAKE, TX
Past
March 12, 2010 - June 9, 2020
TD AMERITRADE, INC.
RIA
CRD#: 7870
Southlake, TX
Past
March 12, 2010 - June 9, 2020
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 111514
Southlake, TX
Past
March 12, 2010 - June 9, 2020
TD AMERITRADE, INC.
BD
CRD#: 7870
Southlake, TX
Past
November 12, 2007 - February 17, 2010
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
WESTLAKE, TX
Past
April 11, 2005 - February 16, 2010
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
WESTLAKE, TX
Past
May 17, 2004 - December 13, 2004
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
MILWAUKEE, WI
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(10/27/2023)
RR
Arizona(1/25/2021)
RR
Arkansas(6/16/2020)
RR
California(10/8/2021)
RR
Colorado(9/29/2023)
RR
Connecticut(11/15/2023)
RR
Delaware(7/1/2020)
RR
Florida(7/1/2020)
RR
Hawaii(2/24/2021)
RR
Idaho(5/23/2025)
RR
Illinois(8/8/2020)
RR
Kansas(7/1/2020)
RR
Louisiana(6/16/2020)
RR
Maryland(6/15/2022)
RR
Massachusetts(6/26/2023)
RR
Michigan(8/10/2023)
RR
Minnesota(5/1/2023)
RR
Missouri(1/6/2021)
RR
Nevada(11/23/2021)
RR
New Jersey(8/13/2021)
RR
New Mexico(6/16/2020)
RR
New York(2/23/2021)
RR
North Carolina(1/17/2025)
RR
Oklahoma(6/16/2020)
RR
Oregon(1/14/2022)
RR
Pennsylvania(8/26/2022)
RR
Texas(6/16/2020)
IAR
Texas(3/31/2025)
RR
Virgin Islands(6/21/2022)
RR
Virginia(4/25/2023)
RR
Washington(3/4/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product 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
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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)
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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Vice President, Financial ConsultantCRD#: 104555Trophy Club, TXTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
