Rebekah K. Rogers
STRATEGIC ADVISERS LLC | Planning Consultant
DISCOVERY BAY, CA
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CRD#: 6979681
Professional summary
Rebekah K Rogers, who also goes by Rebekah K Rogers, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Discovery Bay, California and FIDELITY BROKERAGE SERVICES LLC located in Dublin, California.
Rebekah is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Rebekah has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
Serving as your Investment consultant, my approach is to partner with you and your family to navigate and simplify the complexities of investing. By focusing on your dreams, objectives, and concerns we will build a clear financial plan that best utilizes for our industry leading technology and our cost-efficient investment platform here at Fidelity. I am committed and excited to build a strong and trusting relationship. I look forward to the opportunity to work together!
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Rebekah K Rogers
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 Rebekah K Rogers'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
William Jessup University
Bachelor of Business Administration - Marketing
2017
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 4500 A Tassajara Road, Dublin, CA 94568-4608RIA
CRD#: 104555
DISCOVERY BAY, CA
Current
September 25, 2019 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 4500-a Tassajara Road, Dublin, CA 94568BD
CRD#: 7784
Dublin, CA
Past
September 30, 2019 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
DUBLIN, CA
Past
September 10, 2018 - October 1, 2019
TD AMERITRADE, INC.
RIA
CRD#: 7870
E. PALO ALTO, CA
Past
September 10, 2018 - October 1, 2019
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 111514
Palo Alto, CA
Past
August 17, 2018 - October 1, 2019
TD AMERITRADE, INC.
BD
CRD#: 7870
E. PALO ALTO, CA
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(4/29/2025)
RR
Alaska(4/29/2025)
RR
Arizona(9/25/2019)
RR
California(9/25/2019)
IAR
California(3/31/2025)
RR
Colorado(1/4/2025)
RR
Delaware(4/29/2025)
RR
District of Columbia(4/29/2025)
RR
Florida(1/4/2025)
RR
Georgia(4/29/2025)
RR
Hawaii(4/29/2025)
RR
Idaho(4/29/2025)
RR
Illinois(4/29/2025)
RR
Iowa(4/29/2025)
RR
Kansas(4/29/2025)
RR
Kentucky(4/29/2025)
RR
Louisiana(4/29/2025)
RR
Maryland(3/10/2022)
RR
Massachusetts(4/29/2025)
RR
Nevada(9/25/2019)
RR
New Hampshire(4/29/2025)
RR
New Jersey(4/29/2025)
RR
New Mexico(4/29/2025)
RR
North Carolina(4/29/2025)
RR
North Dakota(4/29/2025)
RR
Ohio(4/30/2025)
RR
Oregon(9/25/2019)
RR
Pennsylvania(4/29/2025)
RR
Tennessee(4/29/2025)
RR
Texas(2/12/2021)
IAR
Texas(3/31/2025)
RR
Vermont(4/29/2025)
RR
Washington(1/6/2024)
RR
Wisconsin(4/29/2025)
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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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Planning ConsultantCRD#: 104555Discovery Bay, CATRUST BUT VERIFY
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Contact information
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