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Robert Carney

Strategic Advisers LLC

Vero Beach, FL

Vero Beach, FL

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

Branch Locations

821 Beachland Blvd, Vero Beach, FL 32963-1606 • United States

Vero Beach, FL • 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
Smoothie King Jacksonville FL 04/2015 01/2017
Smoothie King Orlando FL 07/2016 01/2017
Avenue Gastrobar Orlando FL 02/2017 09/2018
Stagger Inn Orlando FL 05/2018 12/2018
Liberty Mutual Orlando FL 05/2019 03/2020
Fidelity Investments Jacksonville FL 08/2020 Present
University Of Central Florida Orlando FL 06/2016 06/2020
Fidelity Investments Boston MA 03/2025 Present
  • 04/2015 → 01/2017
    Smoothie King
    Jacksonville, FL
  • 07/2016 → 01/2017
    Smoothie King
    Orlando, FL
  • 02/2017 → 09/2018
    Avenue Gastrobar
    Orlando, FL
  • 05/2018 → 12/2018
    Stagger Inn
    Orlando, FL
  • 05/2019 → 03/2020
    Liberty Mutual
    Orlando, FL
  • 08/2020 → Present
    Fidelity Investments
    Jacksonville, FL
  • 06/2016 → 06/2020
    University Of Central Florida
    Orlando, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-07-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-07-08
S63 Uniform Securities Agent State Law Examination 2020-12-17
  • S66 Uniform Combined State Law Examination
    2021-07-08
  • S63 Uniform Securities Agent State Law Examination
    2020-12-17
Other Names
  • Robert Walker Carney
  • Robert Carney

View on SEC IAPD

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