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Robert Leonhardt

Strategic Advisers LLC

Chestnut Hill, MA

Natick, MA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

220 Boylston St Suite C115, Chestnut Hill, MA 02467-2077 • United States

Natick, MA • 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
Fidelity Investments Chestnut Hill MA 06/2021 Present
Fidelity Investments Chestnut Hill MA 05/2020 08/2020
Fidelity Investments Boston MA 05/2019 08/2019
Crossfit Tilt Waltham MA 05/2018 08/2018
Hobart And William Smith Colleges Geneva NY 09/2017 05/2021
Wellesley Public Schools Wellesley MA 08/2010 07/2017
Fidelity Investments Boston MA 03/2025 Present
  • 06/2021 → Present
    Fidelity Investments
    Chestnut Hill, MA
  • 05/2020 → 08/2020
    Fidelity Investments
    Chestnut Hill, MA
  • 05/2019 → 08/2019
    Fidelity Investments
    Boston, MA
  • 05/2018 → 08/2018
    Crossfit Tilt
    Waltham, MA
  • 09/2017 → 05/2021
    Hobart And William Smith Colleges
    Geneva, NY
  • 08/2010 → 07/2017
    Wellesley Public Schools
    Wellesley, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-05-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Chestnut Hill, MA
Other Businesses

OBA-111696|OrgNmn:Selling Collectibles|Org Addr:Wellesley,Massachuse,US|OBA Nature:Seeking preclearance to anonym|Invst Rel:N|Title:Sole Proprietor|Duties:Selling collectables online - no obligations|StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-05-07
S63 Uniform Securities Agent State Law Examination 2021-10-03
  • S65 Uniform Investment Adviser Law Examination
    2022-05-07
  • S63 Uniform Securities Agent State Law Examination
    2021-10-03
Other Names
  • Robert Leonhardt
  • Robert Leonhardt

View on SEC IAPD

Other Firms

CHARLES SCHWAB & CO., INC.
SCHWAB WEALTH ADVISORY, INC.
ESPLANADE CAPITAL LLC
CITIZENS SECURITIES, INC.
COMMONWEALTH FINANCIAL NETWORK
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TRIBECA INVESTMENT INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Other Investors

Jonas Cole Killeen
TIFFANI L LEARY
ALEXANDER GURIN
RICARDO MONTEIRO
K WYATT WILMSHURST
John Doherty
JAMES THOMAS DUGAN
SAMUEL SMITH

Other Offices

CHARLES SCHWAB & CO., INC. · Chestnut Hill, MA
SCHWAB WEALTH ADVISORY, INC. · Chestnut Hill, MA
ESPLANADE CAPITAL LLC · CHESTNUT HILL, MA
CITIZENS SECURITIES, INC. · CHESTNUT HILL, MA
COMMONWEALTH FINANCIAL NETWORK · CHESTNUT HILL, MA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CHESTNUT HILL, MA
TRIBECA INVESTMENT INC. · CHESTNUT HILL, MA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Newton, MA

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