Robert Guiry

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• 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