LPL Financial
47yrs
Top advisor by experience in San Diego
29yrs
Robert Devoe
Financial advisor at Strategic Advisers
Robert Devoe has worked in the financial industry for 29 years and is a fiduciary financial advisor based in San Diego, California. After three years at Fidelity Personal and Workplace Advisors and 11 years at TD Ameritrade, Robert joined Strategic Advisers in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets and flat fees.
One of 3649 advisors with offices in San Diego, and one of 3310 fiduciaries.
At a glance
Experience29 years (since 1997)
How that compares ?Top 4% by experience at Strategic Advisers
Office11943 EL Camino Real Ryan Plaza Suite 120 - 110, San Diego, CA 92130
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?2 states
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2022 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2010 – 2021TD Ameritrade, Inc.Previously
- 2010 – 2021TD Ameritrade Investment Management, LLCPreviously
- Apr 2009 – Jul 2009MSI Financial Services, Inc.Previously
- Jul 2008 – May 2009Valic Financial Advisors, Inc.Previously
- Apr 2007 – May 2007PNC Wealth Management LLCPreviously
Contact Robert
(617) 563-7000Firm headquarters in Boston, MA. Ask for Robert. 11943 EL Camino Real Ryan Plaza Suite 120 - 110San Diego, CA 92130Office · Get directions
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Questions to ask Robert
Tailored to Robert’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Robert
How do I contact Robert?
Call Strategic Advisers at (617) 563-7000 and ask for Robert Devoe. Robert works from the San Diego, CA office.
How long has Robert been a financial advisor?
Robert has been in the industry since 1997, about 29 years. Top 4% by experience at Strategic Advisers.
What licenses does Robert hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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