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Robin M Waldman

Strategic Advisers LLC

Farmington Hills, MI

Farmington, MI

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • MI RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Farmington Hills, MI • United States

30200 Northwestern Hwy, Farmington, MI 48334-3296 • 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 Farmington Hills MI 06/2012 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2012 → Present
    Fidelity Investments
    Farmington Hills, MI
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-12-21
S66 Uniform Combined State Law Examination 2004-12-10
  • S65 Uniform Investment Adviser Law Examination
    2004-12-21
  • S66 Uniform Combined State Law Examination
    2004-12-10
Other Names
  • Robin Marie Sessel
  • Robin M Sessel
  • Robin Marie Gudger
  • Robin M Waldman
  • Robin Marie Waldman

View on SEC IAPD

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