Best Investors Account Sign in

Robert T Henry

Strategic Advisers LLC

Cedarburg, WI

Brookfield, WI

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Cedarburg, WI • United States

600 N Barker Road, Brookfield, WI 53045-5982 • 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
Janney Montgomery Scott Llc Philadelphia PA 06/2015 10/2017
Janney Montgomery Scott Llc Philadelphia PA 10/2017 05/2021
Janney Montgomery Scott Llc Baltimore MD 05/2021 01/2024
Fidelity Investments Mequon WI 01/2024 Present
Fidelity Investments Boston MA 03/2025 Present
Previous Registrations
  • 2024-02-21 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Mequon, WI
  • 2016-01-26 → 2024-01-17
    Janney Montgomery Scott Llc
    Philadelphia, PA
    Philadelphia, PA
    Lutherville (Greenspring), MD
    Cedarburg, WI
Other Businesses

OBA-106208|OrgNmn:Cedarburg Fire Depeartment|Org Addr:Cedarburg,Wisconsin,US|OBA Nature:Volunteer Fire Department|Invst Rel:N|Title:Firefighter|Duties:Respond to fire and rescue calls when on duty|StrtDt:08-15-23|TotHrs/mon:12|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-01-26
  • S66 Uniform Combined State Law Examination
    2016-01-26
Designations
Other Names
  • Robert Thornton Henry
  • Robert Thornton Henry
  • Robert Henry

View on SEC IAPD

More in Cedarburg, WI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor