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Robert M. Surella

Strategic Advisers LLC

Sunny Isles Beach, FL

Merrimack, NH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Sunny Isles Beach, FL • United States

Two Contra Way, Merrimack, NH 03054-4334 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Paulson Investment Company, Llc New York NY 06/2020 09/2021
Richmond Events New York NY 05/2018 09/2019
Marine Motorworks Technology Brielle NJ 05/2016 08/2017
Unemployed North Arlington NJ 09/2019 06/2020
Unemployed Morristown NJ 08/2017 05/2018
Fidelity Investments Jacksonville FL 11/2021 Present
West Virginia University Morgantown WV 08/2013 05/2017
Fidelity Investments Boston MA 03/2025 Present
  • 06/2020 → 09/2021
    Paulson Investment Company, Llc
    New York, NY
  • 05/2018 → 09/2019
    Richmond Events
    New York, NY
  • 05/2016 → 08/2017
    Marine Motorworks Technology
    Brielle, NJ
  • 09/2019 → 06/2020
    Unemployed
    North Arlington, NJ
  • 08/2017 → 05/2018
    Unemployed
    Morristown, NJ
  • 11/2021 → Present
    Fidelity Investments
    Jacksonville, FL
  • 08/2013 → 05/2017
    West Virginia University
    Morgantown, WV
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-03-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Coral Gables, FL
Other Businesses

OBA-131617|OrgNmn:Back Home Years Ago Italian Ice|Org Addr:Sunny Isle,Florida,US|OBA Nature:Italian Ice cart|Invst Rel:N|Title:Sole Proprietor|Duties:Ownership and operator of business|StrtDt:08-28-26|TotHrs/mon:40|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-02-28
S63 Uniform Securities Agent State Law Examination 2020-08-24
  • S66 Uniform Combined State Law Examination
    2022-02-28
  • S63 Uniform Securities Agent State Law Examination
    2020-08-24
Other Names
  • Robert Michael Surella

View on SEC IAPD

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