Wells Fargo Advisors
47yrs
Top 1% by experience in Bethesda
11yrs
Based in Bethesda, Maryland, Robert Devay is a fiduciary financial advisor with 11 years of industry experience. Robert joined Strategic Advisers in 2025, after seven years at Fidelity Personal and Workplace Advisors. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 818 advisors with offices in Bethesda, and one of 758 fiduciaries.
At a glance
Experience11 years (since 2015)
How that compares ?More experience than 65% of advisors at Strategic Advisers
Office7501 Wisconsin Ave Suites 150w & 700w, Bethesda, MD 20814
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 ?1 state
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.
Series 66Uniform Combined State Law Examination
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2018 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- Sep 2016 – Jul 2018Strategic Advisers LLCPreviously
Contact Robert
(617) 563-7000Firm headquarters in Boston, MA. Ask for Robert. 7501 Wisconsin Ave Suites 150w & 700wBethesda, MD 20814Office · Get directions
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Questions to ask Robert
Tailored to Robert’s registration and firm.
- 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 Devay. Robert works from the Bethesda, MD office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2015, about 11 years. More experience than 65% of advisors at Strategic Advisers.
What licenses does Robert hold?
Series 66. 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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