Robert Vereen

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

• 06/2021 → 09/2022
  The Vanguard Group, Inc.
  Charlotte, NC
• 09/2016 → 06/2021
  Pinnacle Financial Partners
  Greenville, SC
• 09/2022 → Present
  Fidelity Investments
  Orlando, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-02-03 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Orlando, FL

Other Businesses

OBA-92459|OrgNmn:Notary|Org Addr:Greenville,South Caro,US|OBA Nature:Provide Notary services to res|Invst Rel:N|Title:Notary Public|Duties:Provide notary services for South Carolina Residents|StrtDt:|TotHrs/mon:0.01|TrdHrs/mon:0|OBA-92458|OrgNmn:KLV Creative, LLC|Org Addr:Sorrento,Florida,US|OBA Nature:Graphic Design|Invst Rel:N|Title:N/A|Duties:Informal advice to my wife about running a successful business|StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-01-17
• S63 Uniform Securities Agent State Law Examination
  2021-10-14

Other Names

• Robert Ellis Vereen
• Rob Vereen
• Robert Vereen