Robert Morey

Strategic Advisers LLC

Virginia Beach, VA

Virginia Beach, VA

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-03-31
VA	RA	APPROVED	2025-03-31

TX RA
APPROVED

Since 2025-03-31
VA RA
APPROVED

Since 2025-03-31

Branch Locations

Virginia Beach, VA • United States

4500 Main St Suite 100, Virginia Beach, VA 23462-3358 • 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

Organization	City	State	From	To
Peak Brokerage Services, Llc	Palm Beach Gardens	FL	06/2018	04/2019
Chinatrust Brothers	Taipei		03/2016	09/2016
Unemployed	Virginia Beach	VA	09/2016	06/2018
Coastal Sports Center	Norfolk	VA	08/2019	06/2022
Fidelity Investments	Virginia Beach	VA	06/2022	Present
York Revolution	York	PA	04/2019	05/2019
Fidelity Investments	Boston	MA	03/2025	Present

06/2018 → 04/2019

Peak Brokerage Services, Llc

Palm Beach Gardens, FL
03/2016 → 09/2016

Chinatrust Brothers

Taipei
09/2016 → 06/2018

Unemployed

Virginia Beach, VA
08/2019 → 06/2022

Coastal Sports Center

Norfolk, VA
06/2022 → Present

Fidelity Investments

Virginia Beach, VA
04/2019 → 05/2019

York Revolution

York, PA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2023-01-17 → 2025-03-31

Fidelity Personal And Workplace Advisors

Virginia Beach, VA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-09-30

S66 Uniform Combined State Law Examination

2022-09-30

Other Names

Robert Morey
Robert H Morey

View on SEC IAPD

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