Robert H. Sass
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
OAK RIDGE, TN
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CRD#: 5324815
Professional summary
Robert Harold Sass, who also goes by Bobby Sass, Robert Harold Sass Jr., Robert Harold Sass, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Oak Ridge, Tennessee and FIDELITY BROKERAGE SERVICES LLC located in Knoxville, Tennessee.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Robert has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
I am passionate about working with my clients so that I can educate, challenge, and engage them in the financial planning process. I believe that the most successful clients are ones that implement personalized financial plans that consider multiple options and address their many needs, goals, and dreams in retirement.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Bobby Sass | Robert Harold Sass Jr. | Robert Harold Sass
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.
OBA-106464|OrgNmn:MAM Productions|Org Addr:Oak Ridge,Tennessee,US|OBA Nature:Podcast and Social Media|Invst Rel:N|Title:Partner|Duties:Production of audio and video podcast for entertainment. Not investment related. |StrtDt:|TotHrs/mon:8|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Robert Harold Sass'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
University of San Diego
Bachelor of Arts (BA) - Theology and Religious Studies
2004
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 11513 Parkside Drive, Knoxville, TN 37934RIA
CRD#: 104555
OAK RIDGE, TN
Current
August 16, 2013 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 11513 Parkside Drive, Knoxville, TN 37934BD
CRD#: 7784
Knoxville, TN
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
KNOXVILLE, TN
Past
August 19, 2013 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
KNOXVILLE, TN
Past
August 14, 2007 - July 11, 2013
EDWARD JONES
RIA
CRD#: 250
OAK RIDGE, TN
Past
June 7, 2007 - July 11, 2013
EDWARD JONES
BD
CRD#: 250
OAK RIDGE, TN
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(3/13/2014)
RR
Arizona(1/4/2019)
RR
Arkansas(1/4/2019)
RR
California(5/4/2016)
RR
Colorado(8/13/2021)
RR
Connecticut(4/23/2020)
RR
Delaware(4/23/2020)
RR
Florida(8/16/2013)
RR
Georgia(8/16/2013)
RR
Illinois(4/23/2020)
RR
Kentucky(8/16/2013)
RR
Louisiana(4/23/2020)
RR
Maryland(1/5/2015)
RR
Massachusetts(6/4/2021)
RR
Michigan(1/4/2019)
RR
Minnesota(4/23/2020)
RR
New Jersey(4/23/2020)
RR
New York(4/23/2020)
RR
North Carolina(8/20/2013)
RR
Ohio(1/7/2019)
RR
Oklahoma(10/8/2021)
RR
Pennsylvania(5/4/2016)
RR
South Carolina(8/16/2013)
RR
Tennessee(8/16/2013)
IAR
Tennessee(3/31/2025)
RR
Texas(4/23/2020)
IAR
Texas(3/31/2025)
RR
Utah(8/8/2020)
RR
Virginia(5/28/2019)
RR
Washington(7/19/2024)
RR
Wisconsin(4/23/2020)
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
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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#: 104555Oak Ridge, TNTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
