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Robert Lombard

Strategic Advisers LLC

St Louis, MO

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

St Louis, MO • 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
Edward Jones St Louis MO 07/2012 01/2020
Cambridge Investment Research, Inc Fairfield IA 06/2020 01/2021
Cambridge Investment Research Advisors, Inc. Fairfield IA 06/2020 01/2021
Postmates Quincy IL 03/2020 05/2020
Bimbo Bakeries Maryland Heights MO 01/2021 10/2021
Fidelity Investments Salt Lake City UT 10/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2012 → 01/2020
    Edward Jones
    St Louis, MO
  • 06/2020 → 01/2021
    Cambridge Investment Research, Inc
    Fairfield, IA
  • 06/2020 → 01/2021
    Cambridge Investment Research Advisors, Inc.
    Fairfield, IA
  • 03/2020 → 05/2020
    Postmates
    Quincy, IL
  • 01/2021 → 10/2021
    Bimbo Bakeries
    Maryland Heights, MO
  • 10/2021 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-11-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
  • 2020-06-19 → 2021-01-20
    Cambridge Investment Research Advisors, Inc.
    Quincy, IL
    Quincy, IL
  • 2012-08-31 → 2020-01-10
    Edward Jones
    Maryland Heights, MO
    Festus, MO
    Maryland Heights, MO
    Festus, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-08-28
  • S66 Uniform Combined State Law Examination
    2012-08-28
Other Names
  • Robert Hays Lombard
  • Robert Hays Lombard

View on SEC IAPD

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