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Robert Blaize Mcsweeney

Strategic Advisers LLC

Jacksonville, FL

Jacksonville, 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

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States

Jacksonville, 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
City Of Pompano Beach Pompano Beach FL 06/2016 03/2021
Broward College Dania Beach FL 06/2016 03/2021
Atlantic Tax Service Pompano FL 01/2021 03/2021
Fidelity Investments Jacksonville FL 03/2021 Present
University Of Central Florida Orlando FL 06/2015 12/2020
Fidelity Investments Boston MA 03/2025 Present
  • 06/2016 → 03/2021
    City Of Pompano Beach
    Pompano Beach, FL
  • 06/2016 → 03/2021
    Broward College
    Dania Beach, FL
  • 01/2021 → 03/2021
    Atlantic Tax Service
    Pompano, FL
  • 03/2021 → Present
    Fidelity Investments
    Jacksonville, FL
  • 06/2015 → 12/2020
    University Of Central Florida
    Orlando, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-04-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-21
S63 Uniform Securities Agent State Law Examination 2021-07-15
  • S66 Uniform Combined State Law Examination
    2023-04-21
  • S63 Uniform Securities Agent State Law Examination
    2021-07-15
Other Names
  • Robert Blaize Mcsweeney
  • Robert Mcsweeney

View on SEC IAPD

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SANCHEZ WEALTH MANAGEMENT GROUP, LLC · JACKSONVILLE, FL
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