Robert Croft Chestnut

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

• 08/2013 → 08/2017
  Highland Park High School
  Dallas, TX
• 08/2016 → 12/2016
  Moore Disposal Company
  Dallas, TX
• 08/2017 → 05/2021
  University Of Arkansas
  Fayetteville, AR
• 06/2019 → 07/2019
  Dallas Country Club
  Dallas, TX
• 07/2019 → 08/2019
  London School Of Economics
  London
• 07/2019 → 07/2019
  Chessman Wealth Strategies
  Dallas, TX
• 06/2021 → Present
  Fidelity Investments
  Westlake, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-10-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Westlake, TX

Exams

• S66 Uniform Combined State Law Examination
  2022-10-03
• S63 Uniform Securities Agent State Law Examination
  2021-12-02

Other Names

• Robert Croft Chestnut
• Robert Chestnut