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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)12 years in industry

ROBERT TAYLOR COX

Advisor at STRATEGIC ADVISERS LLC

DENVER, CO

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Search this name across graphsid dfx:ria:36f79252-bc6b-6551-e042-8a7415cdae6b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:51 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Feb 14, 2018 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: STRATEGIC ADVISERS LLC
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Jan 16, 2018
First registration: Feb 14, 2018
Dual registered: yes, broker-dealer
Other names: Robert Taylor Cox|ROBERT COX
IAPD individual key: 6845529

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	n/a	yes	DENVER, CO\|DENVER, CO	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Aug 15, 2024	Mar 31, 2025	no	DENVER, CO	Previous registration
VANGUARD ADVISERS, INC.	Bd affiliated wealth	Feb 26, 2021	Aug 7, 2024	no	Scottsdale, AZ	Previous registration
CRI SECURITIES, LLC	Former SEC adviser	Feb 14, 2018	Sep 4, 2018	no	Scottsdale, AZ	Previous registration
SECURIAN FINANCIAL SERVICES, INC.	Former SEC adviser	Feb 14, 2018	Sep 4, 2018	no	Scottsdale, AZ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
VANGUARD ADVISERS, INC.	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Aug 7, 2024	Aug 15, 2024	8	Firm change	Ibd to ibd
SECURIAN FINANCIAL SERVICES, INC.	CRI SECURITIES, LLC	Sep 4, 2018	Feb 14, 2018	-202	Channel change	Other
CRI SECURITIES, LLC	VANGUARD ADVISERS, INC.	Sep 4, 2018	Feb 26, 2021	906	Firm change after gap	Ibd to ibd

Relationships

Registered with (5)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: current employment
Mar 31, 2025 to presentfactForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Aug 15, 2024 to Mar 31, 2025factForm ADV
→ VANGUARD ADVISERS, INC.Registered adviserregistration: previous registration
Feb 26, 2021 to Aug 7, 2024factForm ADV
→ SECURIAN FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Feb 14, 2018 to Sep 4, 2018factForm ADV
→ CRI SECURITIES, LLCRegistered adviserregistration: previous registration
Feb 14, 2018 to Sep 4, 2018factForm ADV

Dated events

Occurred
Aug 7, 2024
Advisor changed firm
Robert Taylor Cox left Vanguard Advisers, Inc. for Fidelity Personal And Workplace Advisors (registered 2024-08-15)
Form ADVobserved 5 days ago