Robert A. Allsup

CRD 4662141 · Fidelity Brokerage Services LLC · Southlake, TX

IA RegisteredBroker

Also appears in the source record as: Robert A Allsup II; Robert Allen Allsup II; Robert Allen Allsup; Robert Allsup

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): Series 66Series 63SIESeries 7Series 6
Registered states (33): Alabama · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · Florida · Georgia · Hawaii · Idaho · Illinois · Kansas · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Missouri · Nevada · New Jersey · New Mexico · New York · North Carolina · Oklahoma · Oregon · Pennsylvania · Texas · Utah · Virgin Islands · Virginia · Washington
Years in the industry (source record): 22
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or 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 (10)

From the source registration record · current first

Strategic Advisers LLCCurrent
Southlake, TX · IA capacity

Mar 31, 2025 → present
Fidelity Brokerage Services LLCCurrent
Trophy Club, TX · BD capacity

Jun 16, 2020 → present
Fidelity Brokerage Services LLCCurrent
Southlake, TX · BC capacity

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

Jun 18, 2020 → Mar 31, 2025
Td Ameritrade, Inc.
BD capacity

Mar 12, 2010 → Jun 9, 2020
Td Ameritrade, Inc.
IA capacity

Mar 12, 2010 → Jun 9, 2020
Td Ameritrade Investment Management, LLC
IA capacity

Mar 12, 2010 → Jun 9, 2020
Strategic Advisers, Inc.
IA capacity

Nov 12, 2007 → Feb 17, 2010
Fidelity Brokerage Services LLC
BD capacity

Apr 11, 2005 → Feb 16, 2010
Northwestern Mutual Investment Services, LLC
BD capacity

May 17, 2004 → Dec 13, 2004

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 4662141 ↗ FINRA BrokerCheck record for CRD 4662141 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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