Robert Tudor, financial advisor Covington KY
89 score

Robert Tudor

CRD Number: 6293161
Current Firm: Strategic Advisers, Inc.

Robert Tudor (CRD# 6293161) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Covington, KY and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services LLC Covington, KY Jan 2014 - Current 2
University Of Kentucky Lexington, KY Jan 2011 - Dec 2013 2
C.h. Robinson Lexington, KY May 2013 - Nov 2013 < 1
Ball Homes Lexington, KY Nov 2012 - Dec 2012 < 1
Kenwood Country Club Madeira, OH May 2009 - Sep 2012 3
Lexington Country Club Lexington, KY May 2011 - Oct 2011 < 1
Ohio Northern University Ada, OH Sep 2009 - Nov 2010 1
Indian Hill Swim And Tennis Club Indian Hill, OH May 2008 - Sep 2009 1
Madeira Senior High School Madeira, OH Aug 2005 - May 2009 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2014
S66 NASAA Uniform Combined State Law Examination Oct 2014
Contact Info for Robert J. Tudor
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • KY
  • TX
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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