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Robert M. Griener

Strategic Advisers LLC

Basking Ridge, NJ

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Basking Ridge, NJ • 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
Transamerica Financial Advisors, Inc Hauppauge NY 03/2021 04/2021
World Financial Group, Inc. Hauppauge NY 02/2021 04/2021
Self Employed Basking Ridge NJ 05/2019 04/2021
Celadon Financial Group Llc Chatham NJ 03/2017 04/2019
Unemployed Madison NJ 08/2016 02/2017
Fidelity Invesments Merrimack NH 05/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2021 → 04/2021
    Transamerica Financial Advisors, Inc
    Hauppauge, NY
  • 02/2021 → 04/2021
    World Financial Group, Inc.
    Hauppauge, NY
  • 05/2019 → 04/2021
    Self Employed
    Basking Ridge, NJ
  • 03/2017 → 04/2019
    Celadon Financial Group Llc
    Chatham, NJ
  • 08/2016 → 02/2017
    Unemployed
    Madison, NJ
  • 05/2021 → Present
    Fidelity Invesments
    Merrimack, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-07-16 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Basking Ridge, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-07-02
S63 Uniform Securities Agent State Law Examination 1997-10-06
  • S66 Uniform Combined State Law Examination
    2021-07-02
  • S63 Uniform Securities Agent State Law Examination
    1997-10-06
Other Names
  • Robert Michael Griener
  • Robert Griener

View on SEC IAPD

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