Robert S. Gregory
STRATEGIC ADVISERS LLC | Financial Consultant, Phones
PONTE VEDRA, FL
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CRD#: 5349503
Professional summary
Robert Shawn Gregory, CFP®, who also goes by Robert S Gregory, Shawn Gregory, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Ponte Vedra, Florida and FIDELITY BROKERAGE SERVICES LLC located in Jacksonville, Florida.
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 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Biography
As your Financial Consultant, I will partner with you to understand your goals and to help you build a financial plan that is customized to meet your unique needs. Having the opportunity to help clients pursue their financial goals is a huge and humbling responsibility. I strive to honor that responsibility by approaching every customer situation with the utmost professionalism, transparency and care.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Robert S Gregory | Shawn Gregory
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 Shawn Gregory'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®
Education
University of Florida
Bachelor of Arts (BA) - Business Administration
1999
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246RIA
CRD#: 104555
PONTE VEDRA, FL
Current
April 29, 2013 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246BD
CRD#: 7784
Jacksonville, FL
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
PONTE VEDRA, FL
Past
July 29, 2013 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
JACKSONVILLE, FL
Past
May 12, 2008 - April 15, 2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
JACKSONVILLE, FL
Past
March 12, 2008 - April 15, 2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
JACKSONVILLE, FL
Past
September 5, 2007 - November 5, 2007
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
JACKSONVILLE, FL
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(4/29/2013)
RR
Alaska(3/2/2016)
RR
Arizona(4/29/2013)
RR
Arkansas(1/19/2016)
RR
California(3/2/2016)
RR
Colorado(3/2/2016)
RR
Connecticut(4/29/2013)
RR
Delaware(4/29/2013)
RR
District of Columbia(4/29/2013)
RR
Florida(4/29/2013)
IAR
Florida(3/31/2025)
RR
Georgia(4/29/2013)
RR
Hawaii(3/2/2016)
RR
Idaho(3/2/2016)
RR
Illinois(1/19/2016)
RR
Indiana(4/29/2013)
RR
Iowa(3/2/2016)
RR
Kansas(3/2/2016)
RR
Kentucky(4/29/2013)
RR
Louisiana(1/19/2016)
RR
Maine(4/29/2013)
RR
Maryland(4/29/2013)
RR
Massachusetts(4/29/2013)
RR
Michigan(4/29/2013)
RR
Minnesota(3/2/2016)
RR
Mississippi(1/19/2016)
RR
Missouri(1/19/2016)
RR
Montana(3/2/2016)
RR
Nebraska(3/2/2016)
RR
Nevada(3/2/2016)
RR
New Hampshire(4/29/2013)
RR
New Jersey(4/29/2013)
RR
New Mexico(3/2/2016)
RR
New York(4/29/2013)
RR
North Carolina(4/30/2013)
RR
North Dakota(3/2/2016)
RR
Ohio(4/30/2013)
RR
Oklahoma(3/2/2016)
RR
Oregon(3/2/2016)
RR
Pennsylvania(4/29/2013)
RR
Puerto Rico(6/23/2020)
RR
Rhode Island(4/29/2013)
RR
South Carolina(4/29/2013)
RR
South Dakota(3/2/2016)
RR
Tennessee(4/29/2013)
RR
Texas(4/29/2013)
IAR
Texas(3/31/2025)
RR
Utah(3/2/2016)
RR
Vermont(4/29/2013)
RR
Virgin Islands(6/23/2020)
RR
Virginia(4/29/2013)
RR
Washington(3/2/2016)
RR
West Virginia(4/29/2013)
RR
Wisconsin(3/2/2016)
RR
Wyoming(3/2/2016)
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
Financial Consultant, PhonesCRD#: 104555Ponte Vedra, FLTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
