Robert Devoe

CRD 2857536 · Fidelity Brokerage Services LLC · San Diego, CA

IA RegisteredBroker

Also appears in the source record as: Robert Victor Devoe

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (6): Series 65Series 63Series 10Series 9SIESeries 7
Registered states (25): Alabama · Arizona · California · Colorado · Connecticut · Florida · Hawaii · Idaho · Illinois · Indiana · Maine · Massachusetts · Montana · Nevada · New Mexico · New York · North Carolina · Oregon · Pennsylvania · South Dakota · Tennessee · Texas · Utah · Washington · Wyoming
Years in the industry (source record): 29
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 2857536 contains one or more disclosure events as of Aug 20, 2026.

findmyFA.app does not reproduce, summarise, characterise, or interpret the content of disclosure events. A disclosure event is a category of entry in a regulatory record; it is not, by itself, a finding of wrongdoing. Read the events in full on the official systems:

FINRA BrokerCheck ↗ · SEC IAPD ↗

Current firm

From the firm record

Firm: Fidelity Brokerage Services LLC
Firm CRD: 7784
SEC number: Not yet retrieved from the source record
Assets under management: Not yet retrieved from the source record
Website: Not yet retrieved from the source record
Phone: Not yet retrieved from the source record
Firm location: Not yet retrieved from the source record

Employment history (15)

From the source registration record · current first

Strategic Advisers LLCCurrent
San Diego, CA · IA capacity

Mar 31, 2025 → present
Fidelity Brokerage Services LLCCurrent
San Diego, CA · BD capacity

Feb 1, 2022 → present
Fidelity Brokerage Services LLCCurrent
San Diego, CA · BC capacity

start not retrieved → present
Fidelity Personal And Workplace Advisors
IA capacity

Mar 10, 2022 → Mar 31, 2025
Td Ameritrade, Inc.
BD capacity

Aug 3, 2010 → Apr 20, 2021
Td Ameritrade, Inc.
IA capacity

Aug 3, 2010 → Apr 20, 2021
Td Ameritrade Investment Management, LLC
IA capacity

Aug 3, 2010 → Apr 20, 2021
Metlife Securities Inc.
IA capacity

Apr 28, 2009 → Jul 21, 2009
Metlife Securities Inc.
BD capacity

Apr 22, 2009 → Jul 21, 2009
Valic Financial Advisors, Inc.
BD capacity

Jul 14, 2008 → May 7, 2009
Valic Financial Advisors, Inc.
IA capacity

Jul 14, 2008 → May 7, 2009
Allstate Financial Services, LLC
BD capacity

Aug 2, 2007 → Jul 17, 2008
Pnc Investments
IA capacity

Apr 27, 2007 → May 11, 2007
Pnc Investments
BD capacity

Apr 19, 2007 → May 11, 2007
Td Ameritrade, Inc.
BD capacity

Aug 26, 1997 → Dec 4, 2006

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for CRD 2857536 ↗ FINRA BrokerCheck record for CRD 2857536 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.