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Robert A Salisbury

Strategic Advisers LLC

Tipp City, 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

Tipp City, 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
Wells Fargo Bank Na Venice FL 01/2017 06/2021
Wells Fargo Clearing Services, Llc Venice FL 01/2017 06/2021
Fifth Third Bank Cincinnati OH 05/2016 12/2016
Fidelity Investments Covington KY 06/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2017 → 06/2021
    Wells Fargo Bank Na
    Venice, FL
  • 01/2017 → 06/2021
    Wells Fargo Clearing Services, Llc
    Venice, FL
  • 05/2016 → 12/2016
    Fifth Third Bank
    Cincinnati, OH
  • 06/2021 → Present
    Fidelity Investments
    Covington, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-01-20
  • S66 Uniform Combined State Law Examination
    2012-01-20
Other Names
  • Robert A Salisbury
  • Robert Alvin Salisbury
  • Robert Salisbury

View on SEC IAPD

Other Firms

FIFTH THIRD SECURITIES, INC.
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
THRIVENT INVESTMENT MANAGEMENT INC.
COMMONWEALTH FINANCIAL NETWORK
FIRST HEARTLAND CONSULTANTS, INC.
PFS INVESTMENTS INC.
AEGIS WEALTH MANAGEMENT, INC.

Other Investors

WILLIAM JOSEPH OLIVER
Collin Hobert
Edward M Custer
Neil Daniel Nehring
James L Jeffries
ZACHARY WAYNE JACOBS
Robert Brown
MATTHEW CHARLES BUEHRER

Other Offices

FIFTH THIRD SECURITIES, INC. · TIPP CITY, OH
EDWARD JONES · TIPP CITY, OH
EDWARD JONES · TIPP CITY, OH
STATE FARM INVESTMENT MANAGEMENT CORP. · Tipp City, OH
THRIVENT INVESTMENT MANAGEMENT INC. · Tipp City, OH
COMMONWEALTH FINANCIAL NETWORK · TIPP CITY, OH
FIRST HEARTLAND CONSULTANTS, INC. · TIPP CITY, OH
PFS INVESTMENTS INC. · TIPP CITY, OH

More in Tipp City, OH

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