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RIA / WealthAdvisordual registered (broker-dealer)14 years in industry

ROBERT WILLIAM POWELL

Advisor at STRATEGIC ADVISERS LLC

MULLICA HILL, NJ | MARLTON, NJ

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Search this name across graphsid dfx:ria:57fc750b-27b7-640b-fa2b-4898907ca176

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:41 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jul 17, 2019 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: Sep 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Feb 7, 2015
First registration: Jul 17, 2019
Dual registered: yes, broker-dealer
Other names: Robert William Powell|Robert W Powell
IAPD individual key: 5400428

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	MULLICA HILL, NJ\|MULLICA HILL, NJ\|MARLTON, NJ	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	May 24, 2022	Mar 31, 2025	no	MARLTON, NJ	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Aug 25, 2020	Apr 8, 2022	no	Wayne, PA\|Philadelphia, PA\|Cherry Hill, NJ\|Wayne, PA	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Jul 17, 2019	Jul 29, 2020	no	VOORHEES, NJ	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
J.P. MORGAN SECURITIES LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Apr 8, 2022	May 24, 2022	46	Firm change	Wirehouse to ibd
AMERIPRISE FINANCIAL SERVICES, LLC	J.P. MORGAN SECURITIES LLC	Jul 29, 2020	Aug 25, 2020	27	Firm change	Ibd to wirehouse

Relationships

Registered with (4)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: current employment
Mar 31, 2025 to presentfactForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
May 24, 2022 to Mar 31, 2025factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Aug 25, 2020 to Apr 8, 2022factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Jul 17, 2019 to Jul 29, 2020factForm ADV

Dated events

Occurred
Apr 8, 2022
Advisor changed firm
Robert William Powell left J.P. Morgan Securities Llc for Fidelity Personal And Workplace Advisors (registered 2022-05-24)
Form ADVobserved 6 days ago