Robert Haug

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2015 → 04/2017
  Pnc Investments
  Naperville, IL
• 01/2015 → 04/2017
  Pnc Bank
  Naperville, IL
• 05/2017 → 11/2018
  Fifth Third Bank
  Westmont, IL
• 06/2017 → 11/2018
  Fifth Third Securities
  Westmont, IL
• 12/2018 → 07/2021
  U.S. Bank
  Geneva, IL
• 12/2018 → 07/2021
  U.S. Bancorp Investments, Inc.
  Geneva, IL
• 08/2021 → Present
  Fidelity Investments
  Westlake, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-11-17 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Westlake, TX
• 2018-12-07 → 2021-08-10
  U.S. Bancorp Investments, Inc.
  Geneva, IL
• 2017-07-06 → 2018-11-23
  Fifth Third Securities, Inc.
  Westmont, IL
  Bloomingdale, IL
  Glen Ellyn, IL
  Wheaton, IL
• 2014-06-04 → 2017-05-02
  Pnc Wealth Management Llc
  Western Springs, IL
  Columbus, OH
  Naperville, IL
• 2011-12-22 → 2012-07-30
  Citigroup Global Markets Inc.
  Chicago, IL
  Schaumburg, IL
  Long Island City, NY
  Niles, IL
• 2010-09-29 → 2011-10-11
  Fifth Third Securities, Inc.
  Lockport, IL
  Kankakee, IL
  Oak Park, IL
  Bloomingdale, IL
  Lombard, IL
  Lombard, IL
  Lombard, IL
  Woodridge, IL

Exams

• S66 Uniform Combined State Law Examination
  2010-09-28
• S63 Uniform Securities Agent State Law Examination
  2005-03-01

Other Names

• Robert P Haug
• Robert Haug