DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Robert Steczkowski
Feed of 09/14/2026
Also filed as Robert Joseph Steczkowski
At current firm
1 y
since Mar 31, 2025
In the industry
27 y
since Jun 22, 1999 (earliest exam, job or registration)
Prior registered firms
7
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Strategic Advisers LLC national BD currentsince Mar 31, 2025 · Trumbull, Ct
- Fidelity Personal And Workplace Advisors formerJul 13, 2018 to Mar 31, 2025 · Boston, Ma
- Strategic Advisers LLC national BDJan 25, 2018 to Jul 13, 2018 · New Haven, Ct
- Advice And Planning Services BD affiliatedSep 7, 2017 to Dec 8, 2017 · Hamden, Ct
- Edelman Financial Services, LLC formerSep 23, 2013 to Aug 30, 2017 · New York, Ny
- Strategic Advisers LLC national BDMar 11, 2008 to Sep 5, 2013 · Stamford, Ct
- Chase Investment Services Corp. formerMay 10, 2007 to Dec 17, 2007 · Fairfield, Ct
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseDec 14, 2005 to May 9, 2007 · New Haven, Ct
Moves
a registration end followed by a registration begin elsewhere
- Fidelity Personal And Workplace Advisors to Strategic Advisers LLCleft Mar 31, 2025, registered Mar 31, 2025 (0 days) · corporate re-registration, not a move
- Strategic Advisers LLC to Fidelity Personal And Workplace Advisorsleft Jul 13, 2018, registered Jul 13, 2018 (0 days) · corporate re-registration, not a move
- Advice And Planning Services to Strategic Advisers LLCleft Dec 8, 2017, registered Jan 25, 2018 (48 days) · Other
- Edelman Financial Services, LLC to Advice And Planning Servicesleft Aug 30, 2017, registered Sep 7, 2017 (8 days) · Other
- Strategic Advisers LLC to Edelman Financial Services, LLCleft Sep 5, 2013, registered Sep 23, 2013 (18 days) · Other
- Chase Investment Services Corp. to Strategic Advisers LLCleft Dec 17, 2007, registered Mar 11, 2008 (85 days) · Other
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Chase Investment Services Corp.left May 9, 2007, registered May 10, 2007 (1 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- National broker-dealer RIAderived
- Years in industry
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address