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Robert F Herbert

Strategic Advisers LLC

Covington, KY

Milford, OH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2025-03-31
OH RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • KY RA
    APPROVED
    Since 2025-03-31
  • OH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

100 Howe Drive, Covington, KY 41015-5000 • United States

Milford, OH • 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 Covington KY 09/2007 Present
Fidelity Brokerage Services Llc Covington KY 01/2008 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2007 → Present
    Fidelity Investments
    Covington, KY
  • 01/2008 → Present
    Fidelity Brokerage Services Llc
    Covington, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-01-28 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Other Businesses

OBA-4672|OrgNmn:Christian Churches, Churches of Christ|Org Addr:Milford,Ohio,US|OBA Nature:Preaching the Good News of Jes|Invst Rel:N|Title:Preaching Minister|Duties:preaching, weddings and funerals|StrtDt:02-17-26|TotHrs/mon:55|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-01-06
S63 Uniform Securities Agent State Law Examination 2008-08-04
  • S66 Uniform Combined State Law Examination
    2017-01-06
  • S63 Uniform Securities Agent State Law Examination
    2008-08-04
Other Names
  • Rob Forrest Herbert

View on SEC IAPD

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Other Offices

STRATEGIC ADVISERS LLC · COVINGTON, KY
STRATEGIC ADVISERS LLC · COVINGTON, KY
PNC WEALTH MANAGEMENT LLC · FORT MITCHELL, KY
STATE FARM INVESTMENT MANAGEMENT CORP. · Fort Mitchell, KY
ROBERT W. BAIRD & CO. INCORPORATED · Fort Wright, KY
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DEAN DORTON WEALTH MANAGEMENT, LLC · FORT WRIGHT, KY
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