Robert P. Cappadora
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
WYCKOFF, NJ
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CRD#: 6212189
Professional summary
Robert Peter Cappadora, CFP®, who also goes by Robert Peter Cappadora, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Wyckoff, New Jersey and FIDELITY BROKERAGE SERVICES LLC located in New York, New York.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Robert has worked at 4 firms and has passed the Series 63, SIE and Series 7 exams.
Biography
As a Vice President, Financial Consultant and Certified Financial Planner™, I partner with individuals and families to build personalized plans that align with their goals.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Robert Peter Cappadora
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 Peter Cappadora'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
Farmingdale State University
Bachelor of Science (BS) - Business Management and Applied Economics
2013
New York Institute of Technology
Bachelor of Science (BS) - Mechanical Engineering
2011
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 2070 Broadway, New York, NY 10023RIA
CRD#: 104555
WYCKOFF, NJ
Current
January 9, 2014 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 2070 Broadway, New York, NY 10023BD
CRD#: 7784
New York, NY
Past
September 6, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
New York, NY
Past
June 19, 2013 - August 6, 2013
NATIONAL SECURITIES CORPORATION
BD
CRD#: 7569
MELVILLE, NY
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(4/23/2020)
RR
Arizona(8/8/2020)
RR
California(11/29/2017)
RR
Colorado(7/10/2015)
RR
Connecticut(3/12/2014)
RR
District of Columbia(8/13/2021)
RR
Florida(3/12/2014)
RR
Georgia(6/4/2021)
RR
Illinois(1/6/2017)
RR
Iowa(7/15/2021)
RR
Louisiana(2/18/2020)
RR
Maine(8/8/2020)
RR
Maryland(11/29/2017)
RR
Massachusetts(1/6/2017)
RR
Missouri(11/29/2017)
RR
Montana(10/1/2021)
RR
New Hampshire(9/24/2019)
RR
New Jersey(3/12/2014)
IAR
New Jersey(3/31/2025)
RR
New Mexico(12/17/2019)
RR
New York(1/9/2014)
IAR
New York(3/31/2025)
RR
North Carolina(1/9/2017)
RR
North Dakota(3/4/2022)
RR
Ohio(11/30/2017)
RR
Pennsylvania(3/12/2014)
RR
Puerto Rico(10/3/2018)
RR
Rhode Island(2/16/2018)
RR
South Carolina(11/29/2017)
RR
South Dakota(11/29/2023)
RR
Tennessee(3/4/2022)
RR
Texas(11/29/2017)
IAR
Texas(3/31/2025)
RR
Vermont(3/23/2018)
RR
Virginia(11/29/2017)
RR
Washington(2/16/2018)
RR
Wisconsin(4/23/2020)
RR
Wyoming(8/8/2020)
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
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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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Company Information
STRATEGIC ADVISERS LLC
Vice President, Financial ConsultantCRD#: 104555Wyckoff, NJTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
