Robert R. Battinelli

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

• 08/2017 → 06/2018
  Hurricanes Grill And Wings
  Jacksonville, FL
• 12/2016 → 08/2017
  Prominent Business Solutions
  Jacksonville, FL
• 05/2016 → 12/2016
  Wekiva Rehabilitation Facility
  Jacksonville, FL
• 06/2018 → Present
  Fidelity Brokerage Services Llc
  Jacksonville, FL
• 12/2012 → 02/2017
  Publix Supermarkets
  Jacksonville, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

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

Exams

• S66 Uniform Combined State Law Examination
  2022-12-22
• S63 Uniform Securities Agent State Law Examination
  2018-08-02

Other Names

• Robert Ralph Battinelli
• Robert Battinelli