AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
Temitope Omobola Ojofeitimi

Temitope O. Ojofeitimi

STRATEGIC ADVISERS LLC | Vice President, Executive Planning Consultant
THE WOODLANDS, TX
Some features on this profile are disabled
CRD#: 5325132
Temitope Omobola Ojofeitimi

Professional summary


Temitope Omobola Ojofeitimi, who also goes by Tope Omobola Babalola Osibodu, Temitope O Ojofeitimi, Temitope Ojofeitimi, Tope O Ojofeitimi, Tope Ojofeitimi, Temitope Omobola Ojofeitimi, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in The Woodlands, Texas and FIDELITY BROKERAGE SERVICES LLC located in Chandler, Arizona.

Temitope is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Temitope has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Biography


I collaborate with my clients to help them utilize their corporate benefits and build customized financial plans to meet their unique goals. Forming strong relationships with my clients and their families is of the utmost importance to me. I work hard to maintain a deep level of trust, reliability, and competency.
top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Tope Omobola Babalola Osibodu | Temitope O Ojofeitimi | Temitope Ojofeitimi | Tope O Ojofeitimi | Tope Ojofeitimi | Temitope Omobola Ojofeitimi

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 Temitope Omobola Ojofeitimi'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®
None

Education


Long Island University NY

Master of Business Administration (MBA) - Business Administration

2002

University of Ibadan

Bachelor of Science in Economics - Economics

1992

Experience


Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: Texas Other, Austin, TX 73301
RIA
CRD#: 104555
THE WOODLANDS, TX
Current

June 11, 2019 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 7001 West Ray Road Chandler Pavilions, Chandler, AZ 85226
BD
CRD#: 7784
Chandler, AZ
Past

June 19, 2019 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
HOUSTON, TX
Past

January 17, 2018 - May 17, 2019

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
SPRING, TX
Past

January 17, 2018 - May 17, 2019

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
SPRING, TX
Past

October 18, 2016 - January 3, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
CONROE, TX
Past

October 18, 2016 - January 3, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
CONROE, TX
Past

January 2, 2015 - April 6, 2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
THE WOODLANDS, TX
Past

January 2, 2015 - April 6, 2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
THE WOODLANDS, TX
Past

December 17, 2013 - November 20, 2014

EDWARD JONES

BD
CRD#: 250
THE WOODLANDS, TX
Past

December 9, 2013 - November 20, 2014

EDWARD JONES

RIA
CRD#: 250
THE WOODLANDS, TX
Past

September 30, 2008 - January 12, 2012

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC

BD
CRD#: 18353
NEWARK, NJ
Past

May 14, 2007 - December 11, 2007

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
AUSTIN, TX

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
(3/10/2022)
RR
Alaska
(3/10/2022)
RR
Arizona
(3/10/2022)
RR
Arkansas
(1/7/2022)
RR
California
(3/10/2022)
RR
Colorado
(3/24/2020)
RR
Connecticut
(3/10/2022)
RR
Delaware
(3/10/2022)
RR
District of Columbia
(3/10/2022)
RR
Florida
(7/31/2020)
RR
Georgia
(2/12/2021)
RR
Hawaii
(3/10/2022)
RR
Idaho
(3/10/2022)
RR
Illinois
(3/10/2022)
RR
Indiana
(3/10/2022)
RR
Iowa
(3/10/2022)
RR
Kansas
(3/10/2022)
RR
Kentucky
(3/10/2022)
RR
Louisiana
(6/11/2019)
RR
Maine
(3/10/2022)
RR
Maryland
(3/10/2022)
RR
Massachusetts
(3/10/2022)
RR
Michigan
(3/10/2022)
RR
Minnesota
(3/10/2022)
RR
Mississippi
(3/10/2022)
RR
Missouri
(3/10/2022)
RR
Montana
(3/10/2022)
RR
Nebraska
(3/10/2022)
RR
Nevada
(3/10/2022)
RR
New Hampshire
(3/10/2022)
RR
New Jersey
(3/10/2022)
RR
New Mexico
(1/7/2022)
RR
New York
(3/10/2022)
RR
North Carolina
(2/12/2021)
RR
North Dakota
(3/10/2022)
RR
Ohio
(3/11/2022)
RR
Oklahoma
(1/7/2022)
RR
Oregon
(3/10/2022)
RR
Pennsylvania
(6/4/2021)
RR
Puerto Rico
(3/10/2022)
RR
Rhode Island
(3/10/2022)
RR
South Carolina
(3/10/2022)
RR
South Dakota
(3/10/2022)
RR
Tennessee
(7/7/2020)
RR
Texas
(6/11/2019)
IAR
Texas
(3/31/2025)
RR
Utah
(3/10/2022)
RR
Vermont
(3/10/2022)
RR
Virgin Islands
(3/10/2022)
RR
Virginia
(3/10/2022)
RR
Washington
(3/10/2022)
RR
West Virginia
(3/10/2022)
RR
Wisconsin
(3/10/2022)
RR
Wyoming
(3/10/2022)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 12/5/2013
Uniform Combined State Law Examination
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
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)


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)

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

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

Vice President, Executive Planning ConsultantCRD#: 104555The Woodlands, TX

TRUST BUT VERIFY

Monitor Temitope Ojofeitimi

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Contact information


(xxx) xxx-xxxx
xxxxx@xxxx.xxx

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics