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Robert W Dazi

Strategic Advisers LLC

Lake George, NY

New York, NY

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • NY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Lake George, NY • United States

320 Park Avenue, New York, NY 10022-6815 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services, Inc. Paramus NJ 06/1991 Present
Strategic Advisers Woodcliff Lake NJ 08/1994 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/1991 → Present
    Fidelity Brokerage Services, Inc.
    Paramus, NJ
  • 08/1994 → Present
    Strategic Advisers
    Woodcliff Lake, NJ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-07-08 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Scarsdale, NY
  • 2002-07-02 → 2009-06-30
    Strategic Advisers Llc
    Woodcliff Lake, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-10-28
S63 Uniform Securities Agent State Law Examination 1989-11-09
  • S65 Uniform Investment Adviser Law Examination
    1998-10-28
  • S63 Uniform Securities Agent State Law Examination
    1989-11-09
Other Names
  • Robert William Dazi

View on SEC IAPD

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