Robert Crockett, financial advisor Salt Lake City UT
70 score

Robert Crockett

CRD Number: 5917057
Current Firm: Strategic Advisers, Inc.

Robert Crockett (CRD# 5917057) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Salt Lake City, UT and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services LLC Salt Lake City, UT Apr 2011 - Current 5
Crockett Construction Farmington, UT Mar 2005 - Feb 2011 5
University Of Utah Salt Lake City, UT May 2005 - May 2010 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2011
S66 NASAA Uniform Combined State Law Examination Oct 2012
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Robert S. Crockett
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • TX
  • UT
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
70

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