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Robert Kleyman

Strategic Advisers LLC

Springfield, NJ

Millburn, 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 2026-06-17
  • NJ RA
    APPROVED
    Since 2026-06-17

Branch Locations

Springfield, NJ • United States

150 Essex St, Millburn, NJ 07041-1631 • 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
Unemployed Springfield NJ 08/2016 09/2016
Fidelity Investments Millburn NJ 04/2026 Present
Nextlevel.COm Westfield NJ 07/2018 11/2019
Unemployed Springfield NJ 06/2018 07/2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated East Brunswick NJ 11/2019 04/2026
Bank Of America, N.A. East Brunswick NJ 11/2019 04/2026
Plaintiff Funding Holding Inc - Lawcash Cranford NJ 09/2016 05/2018
  • 08/2016 → 09/2016
    Unemployed
    Springfield, NJ
  • 04/2026 → Present
    Fidelity Investments
    Millburn, NJ
  • 07/2018 → 11/2019
    Nextlevel.COm
    Westfield, NJ
  • 06/2018 → 07/2018
    Unemployed
    Springfield, NJ
  • 11/2019 → 04/2026
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    East Brunswick, NJ
  • 11/2019 → 04/2026
    Bank Of America, N.A.
    East Brunswick, NJ
  • 09/2016 → 05/2018
    Plaintiff Funding Holding Inc - Lawcash
    Cranford, NJ
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-02-04
  • S66 Uniform Combined State Law Examination
    2020-02-04
Other Names
  • Rob Kleyman

View on SEC IAPD

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