Robert W. Powell
STRATEGIC ADVISERS LLC | Investment Consultant
COLLINGSWOOD, NJ
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CRD#: 5400428
Professional summary
Robert William Powell, who also goes by Robert W Powell, Robert William Powell, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Collingswood, New Jersey and FIDELITY BROKERAGE SERVICES LLC located in Marlton, New Jersey.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Robert has worked at 7 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.
Biography
As a Fidelity Investment Consultant, my objective is to understand my client's goals and apply a collaborative approach to build a plan around working towards financial success.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Robert W Powell | Robert William Powell
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-67766|OrgNmn:Powell Music|Org Addr:Collingswo,New Jersey,US|OBA Nature:Music consulting and performan|Invst Rel:N|Title:Sole Proprietor|Duties:1-2 hours per week on average, working with individuals to educate and coach for music.|StrtDt:04-12-22|TotHrs/mon:5|TrdHrs/mon:0|OBA-93471|OrgNmn:outhwest Jersey Chapter of American Guild of Organist|Org Addr:Haddonfiel,New Jersey,US|OBA Nature:The mission of the American Gu|Invst Rel:N|Title:executive board member|Duties:attend meetings, help organize chapter events involving education and performances |StrtDt:11-14-22|TotHrs/mon:10|TrdHrs/mon:1|
CRS (Client Relationship Summary) - RIA
Click below to view Robert William Powell'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
Rider University
Masters of Music - Vocal Pedagogy
2009
Rowan University
Bachelor of Music - Education and Performance
2004
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 501 Route 73 South Suite N, Marlton, NJ 08053RIA
CRD#: 104555
COLLINGSWOOD, NJ
Current
May 2, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 501 Route 73 South Suite N, Marlton, NJ 08053BD
CRD#: 7784
Marlton, NJ
Past
May 24, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
MARLTON, NJ
Past
August 25, 2020 - April 8, 2022
J.P. MORGAN SECURITIES LLC
RIA
CRD#: 79
Wayne, PA
Past
August 25, 2020 - April 8, 2022
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
Wayne, PA
Past
July 17, 2019 - July 29, 2020
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
VOORHEES, NJ
Past
July 11, 2016 - July 29, 2020
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
VOORHEES, NJ
Past
November 6, 2015 - July 6, 2016
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
WENONAH, NJ
Past
December 4, 2014 - July 9, 2015
CITIZENS SECURITIES, INC.
BD
CRD#: 39550
PHILADELPHIA, PA
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
California(3/1/2024)
RR
Delaware(5/2/2022)
RR
Florida(5/2/2022)
RR
Georgia(7/18/2022)
RR
Massachusetts(6/26/2024)
RR
New Jersey(5/2/2022)
IAR
New Jersey(3/31/2025)
RR
New York(5/2/2022)
RR
Pennsylvania(5/2/2022)
RR
South Carolina(11/2/2023)
RR
Tennessee(7/19/2022)
RR
Virginia(8/21/2023)
RR
West Virginia(5/23/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 5/14/2019
General Securities Representative ExaminationGeneral 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
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
Investment ConsultantCRD#: 104555Collingswood, NJTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
