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Robert Amatangelo

Strategic Advisers LLC

Jacksonville, FL

Jacksonville, FL

CRD 7286486

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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:

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

Branch Locations

Jacksonville, FL • United States

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • 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
Oak Ridge Golf Course New Haven MI 08/2010 08/2020
Healthquest Physical Therapy Rochester Hills MI 01/2014 01/2018
Steel-Guard Company, Llc Clinton Township MI 01/2019 03/2019
Fidelity Investments Jacksonville FL 08/2020 Present
Ups Madison Heights MI 11/2019 01/2020
Oakland University Rochester Hills MI 09/2014 03/2017
Fidelity Investments Boston MA 03/2025 Present
  • 08/2010 → 08/2020
    Oak Ridge Golf Course
    New Haven, MI
  • 01/2014 → 01/2018
    Healthquest Physical Therapy
    Rochester Hills, MI
  • 01/2019 → 03/2019
    Steel-Guard Company, Llc
    Clinton Township, MI
  • 08/2020 → Present
    Fidelity Investments
    Jacksonville, FL
  • 11/2019 → 01/2020
    Ups
    Madison Heights, MI
  • 09/2014 → 03/2017
    Oakland University
    Rochester Hills, MI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-07-08 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-06-09
S63 Uniform Securities Agent State Law Examination 2021-01-20
  • S66 Uniform Combined State Law Examination
    2021-06-09
  • S63 Uniform Securities Agent State Law Examination
    2021-01-20
Other Names
  • Robert John Amatangelo
  • Robert Amatangelo

View on SEC IAPD

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