Robert Haug

Strategic Advisers LLC

Hilton Head Island, SC

Hardeeville, SC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
SC	RA	APPROVED	2025-04-24
TX	RA	APPROVED	2025-03-31

SC RA
APPROVED

Since 2025-04-24
TX RA
APPROVED

Since 2025-03-31

Branch Locations

430 William Hilton Parkway Suite 305, Hilton Head Island, SC 29926-2409 • United States

Hardeeville, SC • 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

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

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

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

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

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

HILTON HEAD CAPITAL PARTNERS, LLC

WELLS FARGO CLEARING SERVICES, LLC

TRUIST ADVISORY SERVICES, INC.

THE ASCENT GROUP, LLC

AE WEALTH MANAGEMENT, LLC

PRINCIPAL SECURITIES, INC.

Other Investors

Gregory F Viventi

MATTHEW RYAN KENNETT

LEANNE B WOODARD

John MARK Brighton

DAVID GEORGE RUCKNO

Brighan C Dryer

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · HILTON HEAD ISLAND, SC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · HILTON HEAD, SC

HILTON HEAD CAPITAL PARTNERS, LLC · HILTON HEAD ISLAND, SC

WELLS FARGO CLEARING SERVICES, LLC · HILTON HEAD ISLAND, SC

TRUIST ADVISORY SERVICES, INC. · HILTON HEAD ISLANDS, SC

TRUIST ADVISORY SERVICES, INC. · HILTON HEAD, SC

MORGAN STANLEY · Hilton Head Island, SC

THE ASCENT GROUP, LLC · Hilton Head, SC

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