Robert Alec O'MEara

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

• 01/2019 → 06/2021
  Lake Street Market
  Fort Collins, CO
• 06/2021 → Present
  Fidelity
  Greenwood Village, CO
• 08/2017 → 05/2021
  Colorado State University
  Fort Collins, CO
• 06/2016 → 08/2019
  Vector Marketing
  Littleton, CO
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-04-19 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Greenwood Village, CO

Exams

• S66 Uniform Combined State Law Examination
  2023-04-11
• S63 Uniform Securities Agent State Law Examination
  2022-03-07

Other Names

• Robert Alec O'MEara
• Robert Alec Omeara