Robert J. Rogers
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
COHASSET, MA
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CRD#: 2334064
Professional summary
Robert J Rogers, who also goes by Robert James Rogers, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Cohasset, Massachusetts and FIDELITY BROKERAGE SERVICES LLC located in Boston, Massachusetts.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Robert has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Biography
Choosing to invest with Fidelity provides you access to our trusted brand, our industry leading technology, our cost efficient investment platform and the ability to work closely with me and my team. My commitment to you is that I will assist with the development of your personal financial plan and your selection of a wealth management strategy that benefits you and your family now, and in the years to come.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Robert James 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 Robert J 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
Suffolk University
Master of Business Administration (MBA) - Economics and Finance
2006
Fitchburg State College
Bachelor of Arts (BA) - Business Management
1991
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 155 Congress St, Boston, MA 02110RIA
CRD#: 104555
COHASSET, MA
Current
October 6, 2004 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 155 Congress St, Boston, MA 02110BD
CRD#: 7784
BOSTON, MA
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
BOSTON, MA
Past
October 12, 2004 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
BOSTON, MA
Past
July 26, 2004 - September 22, 2004
QUICK & REILLY, INC.
RIA
CRD#: 11217
NEWTON, MA
Past
March 4, 2004 - September 22, 2004
QUICK & REILLY, INC.
BD
CRD#: 11217
NEW YORK, NY
Past
January 17, 2001 - March 11, 2004
A. G. EDWARDS & SONS, INC.
BD
CRD#: 4
ST. LOUIS, MO
Past
January 21, 1998 - November 5, 2001
FAIRPORT CAPITAL, INC.
BD
CRD#: 15034
SCOTTSDALE, AZ
Past
July 14, 1993 - November 11, 1997
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP
BD
CRD#: 7325
BOSTON, MA
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
Alaska(1/5/2016)
RR
Arizona(5/6/2022)
RR
California(8/18/2008)
RR
Colorado(8/18/2008)
RR
Connecticut(10/6/2004)
RR
Delaware(1/4/2019)
RR
District of Columbia(1/5/2016)
RR
Florida(10/6/2004)
RR
Georgia(8/18/2008)
RR
Idaho(9/9/2022)
RR
Illinois(8/18/2008)
RR
Indiana(8/18/2008)
RR
Kansas(8/18/2008)
RR
Louisiana(3/4/2022)
RR
Maine(10/6/2004)
RR
Maryland(6/4/2021)
RR
Massachusetts(10/6/2004)
IAR
Massachusetts(3/31/2025)
RR
Michigan(1/5/2016)
RR
Missouri(8/18/2008)
RR
Nebraska(5/3/2024)
RR
Nevada(8/18/2008)
RR
New Hampshire(10/6/2004)
RR
New Jersey(8/18/2008)
RR
New York(8/18/2008)
RR
North Carolina(2/6/2017)
RR
Ohio(8/19/2008)
RR
Oklahoma(8/18/2008)
RR
Pennsylvania(8/18/2008)
RR
Puerto Rico(6/4/2021)
RR
Rhode Island(10/6/2004)
RR
South Carolina(8/18/2008)
RR
Tennessee(9/19/2019)
RR
Texas(8/18/2008)
IAR
Texas(3/31/2025)
RR
Utah(8/18/2008)
RR
Vermont(10/6/2004)
RR
Virginia(8/18/2008)
RR
Washington(8/18/2008)
RR
Wyoming(9/19/2019)
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
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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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
Vice President, Financial ConsultantCRD#: 104555Cohasset, MATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
