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Detailed Report
ROBERT BRIGHTBILL KOCH
BOB KOCH, ROB KOCH, ROBERT B KOCH
CRD#: 2411781
IA
Investment Adviser
B
Broker
STRATEGIC ADVISERS LLCCRD#: 104555 DANA POINT, CA
FIDELITY BROKERAGE SERVICES LLCCRD#: 7784 2211 MICHELSON DRIVE
SUITES 100, 120
IRVINE, CA 92612
Registration History
1995200020052010201520202025IASTRATEGIC ADVISERS LLC (CRD# 104555)2025 - Present (<1 year)BFIDELITY BROKERAGE SERVICES LLC (CRD# 7784)2007 - Present (17 years)BTD AMERITRADE, INC. (CRD# 7870)1995 - 2007 (12 years)BJ.B. OXFORD & COMPANY (CRD# 14343)1995 - 1995 (<1 year)BPRUCO SECURITIES CORPORATION (CRD# 5685)1993 - 1994 (1 year)IAFIDELITY PERSONAL AND WORKPLAC... (CRD# 288590)2018 - 2025 (6 years)IASTRATEGIC ADVISERS LLC (CRD# 104555)2008 - 2018 (10 years)IAAMERIVEST INVESTMENT MANAGEMEN... (CRD# 111514)2006 - 2007 (1 year)IATD AMERITRADE, INC. (CRD# 7870)2003 - 2007 (3 years)
License(s)

State Registrations

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California 7/12/2007
B
Texas 1/13/2015
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California 3/31/2025
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Texas 3/31/2025
B
Massachusetts 4/7/2017
B
Utah 4/6/2017

SRO Registrations

B
 FINRA
B
 New York Stock Exchange

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
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STRATEGIC ADVISERS LLC (CRD#:104555)
DANA POINT, CA
2211 MICHELSON DRIVE SUITES 100 & 120, IRVINE, CA 92612-1386
Registered with this firm since 3/31/2025
B
FIDELITY BROKERAGE SERVICES LLC (CRD#:7784)
2211 MICHELSON DRIVE SUITES 100, 120, IRVINE, CA 92612
DANA POINT, CA
Registered with this firm since 7/12/2007
Previous Registration(s)
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 07/13/2018 - 03/31/2025 FIDELITY PERSONAL AND WORKPLACE ADVISORS (CRD#:288590) IRVINE, CA
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 01/18/2008 - 07/13/2018 STRATEGIC ADVISERS LLC (CRD#:104555) IRVINE, CA
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 04/25/2006 - 07/03/2007 AMERIVEST INVESTMENT MANAGEMENT, LLC (CRD#:111514) LAGUNA HILLS, CA
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 09/11/2003 - 07/03/2007 TD AMERITRADE, INC. (CRD#:7870) MISSION VIEJO, CA
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 07/27/1995 - 07/03/2007 TD AMERITRADE, INC. (CRD#:7870) MISSION VIEJO, CA
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 02/08/1995 - 07/07/1995 J.B. OXFORD & COMPANY (CRD#:14343) SHERMAN OAKS, CA
B
 12/17/1993 - 12/08/1994 PRUCO SECURITIES CORPORATION (CRD#:5685) NEWARK, NJ
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.