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Robert Devoe

Strategic Advisers LLC
26 Years of Experience
San Diego, CA
1 DisclosureBroker
View SEC Summary
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Robert Devoe is a registered investment advisor at Strategic Advisers LLC, based in San Diego, CA, with 26 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 2,401,763 clients with $1400B in assets under management.

Strategic Advisers LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16991 advisors
Number of Clients
2,401,763 clients
Average Client Portfolio
$570K average
Assets Under Management
$1370.1B

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K0.85%
$100K - $250K0.80%
$250K+0.70%

Rates shown are the standard maximum gross advisory fees for plans with less than 20% employee enrollment. For plans with greater than 20% enrollment, the tiers are 0.80% for the first $100K, 0.70% for $100K-$250K, and 0.60% for assets over $250K. Fees are subject to a plan credit amount that reduces the gross fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

11943 El Camino Real, Ryan Plaza Ste 120 - 110, San Diego, CA, 92130-2597

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2008
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Strategic Advisers LLC
March 2025 - Present · 1 yr 7 mos
Fidelity Brokerage Services LLC
February 2022 - Present · 4 yrs 8 mos
Fidelity Brokerage Services LLCBroker
February 2022 - Present · 4 yrs 8 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
March 2022 - March 2025 · 3 yrs
TD Ameritrade, INC.Broker
August 2010 - April 2021 · 10 yrs 8 mos
TD Ameritrade Investment Management, LLC
August 2010 - April 2021 · 10 yrs 8 mos
TD Ameritrade, INC.
August 2010 - April 2021 · 10 yrs 8 mos
Metlife Securities INC.
April 2009 - July 2009 · 3 mos
Metlife Securities INC.Broker
April 2009 - July 2009 · 3 mos
VALIC Financial Advisors, INC.
July 2008 - May 2009 · 10 mos
VALIC Financial Advisors, INC.Broker
July 2008 - May 2009 · 10 mos
Allstate Financial Services, LLCBroker
August 2007 - July 2008 · 11 mos
PNC Investments
April 2007 - May 2007 · 1 mo
PNC InvestmentsBroker
April 2007 - May 2007 · 1 mo
TD Ameritrade, INC.Broker
August 1997 - December 2006 · 9 yrs 4 mos
State Registrations25 states
ALAZCACOCTFLHIIDILINMAMEMTNCNMNVNYORPASDTNTXUTWAWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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