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Robert Ewing

Strategic Advisers LLC

Tucson, AZ

Tucson, AZ

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • AZ RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

3001 E. Skyline Drive Suite 255, Tucson, AZ 85718-2106 • United States

Tucson, AZ • 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 Investments Tucson AZ 10/2015 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2015 → Present
    Fidelity Investments
    Tucson, AZ
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Tucson, AZ
    Tucson, AZ
  • 2015-11-25 → 2018-07-13
    Strategic Advisers Llc
    Tucson, AZ
  • 2014-03-21 → 2015-10-29
    J.P. Morgan Securities Llc
    Tucson, AZ
    Tucson, AZ
    Tucson, AZ
    Tucson, AZ
    Tucson, AZ
  • 2009-06-09 → 2010-07-30
    The Oak Ridge Financial Services Group, Inc.
    Golden Valley, MN
    Golden Valley, MN
  • 2009-06-01 → 2009-06-10
    Morgan Stanley
    St. Paul, MN
  • 2007-04-02 → 2009-06-01
    Morgan Stanley & Co. Llc
    St. Paul, MN
  • 2007-01-22 → 2007-04-02
    Morgan Stanley Dw Inc.
    St. Paul, MN
    St. Paul, MN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-03-15
  • S66 Uniform Combined State Law Examination
    2014-03-15
Designations
Other Names
  • Robert Moore Ewing

View on SEC IAPD

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ALLSTATE FINANCIAL ADVISORS, LLC
AIO FINANCIAL, LLC
EDWARD JONES
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COMMONWEALTH FINANCIAL NETWORK

Other Investors

MARTIN ANTHONY SMITH
ALEXANDER DEVEREAUX PARRS
ROBIN RODGERS DOLEZAL
DARREN GRANT HESSELINK
DANIEL SHAY NENTL
DAVID A. NIICHEL
EMILY MARIE Delgado
DAVID CUNNINGHAM RENZI

Other Offices

IRONWOOD FINANCIAL, LLC · TUCSON, AZ
IRONWOOD FINANCIAL, LLC · TUCSON, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · TUCSON, AZ
WELLS FARGO CLEARING SERVICES, LLC · TUCSON, AZ
ALLSTATE FINANCIAL ADVISORS, LLC · Tucson, AZ
AIO FINANCIAL, LLC · TUCSON, AZ
EDWARD JONES · TUCSON, AZ
FINANCIAL DIRECTIONS LLC · TUCSON, AZ

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