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Robert Guiry

Strategic Advisers LLC

New Haven, CT

Old Lyme, CT

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-12-12
CT RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-12-12
  • CT RA
    APPROVED
    Since 2025-03-31

Branch Locations

265 Church St One Century Tower, New Haven, CT 06510-7013 • United States

Old Lyme, CT • 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
Unemployed West Haven CT 03/2020 05/2020
American International College Springfield MA 08/2015 09/2018
University Of Bridgeport Bridgeport CT 10/2018 03/2020
Holy Cross Worcester MA 01/2021 06/2021
Charter Oak Financial Norwalk CT 05/2020 09/2021
David Lerner Associates Westport CT 09/2021 12/2023
University Of Connecticut Storrs CT 02/2022 12/2023
Fidelity Investments New Haven CT 12/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2020 → 05/2020
    Unemployed
    West Haven, CT
  • 08/2015 → 09/2018
    American International College
    Springfield, MA
  • 10/2018 → 03/2020
    University Of Bridgeport
    Bridgeport, CT
  • 01/2021 → 06/2021
    Holy Cross
    Worcester, MA
  • 05/2020 → 09/2021
    Charter Oak Financial
    Norwalk, CT
  • 09/2021 → 12/2023
    David Lerner Associates
    Westport, CT
  • 02/2022 → 12/2023
    University Of Connecticut
    Storrs, CT
  • 12/2023 → Present
    Fidelity Investments
    New Haven, CT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-05-28 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    New Haven, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-13
S63 Uniform Securities Agent State Law Examination 2021-10-08
  • S65 Uniform Investment Adviser Law Examination
    2024-05-13
  • S63 Uniform Securities Agent State Law Examination
    2021-10-08
Other Names
  • Robert Guiry
  • Robert William Guiry
  • Robert William Guiry

View on SEC IAPD

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Other Offices

KREITLER FINANCIAL LLC · NEW HAVEN, CT
UBS FINANCIAL SERVICES INC. · NEW HAVEN, CT
WASHINGTON TRUST ADVISORS · NEW HAVEN, CT
WASHINGTON TRUST ADVISORS · NEW HAVEN, CT
LPL FINANCIAL LLC · NEW HAVEN, CT
RAYMOND JAMES & ASSOCIATES, INC. · NEW HAVEN, CT
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · NEW HAVEN, CT
J.P. MORGAN SECURITIES LLC · NEW HAVEN, CT

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