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Robert Greeley

Strategic Advisers LLC

Westwood, MA

Boston, MA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

109 University Ave Ste 107, Westwood, MA 02090-2306 • United States

Boston, MA • 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
OrganizationCityStateFromTo
High Point University High Point NC 08/2014 05/2018
Cape Cod Baseball League Cape Cod MA 05/2017 08/2018
Cape Cod Baseball League Cape Cod MA 06/2017 08/2017
High Point University Baseball Team High Point MA 09/2016 06/2018
Fidelity Investments Westwood MA 06/2018 09/2018
Unemployed Dover MA 09/2018 12/2018
Usa Hockey Dover MA 12/2018 02/2019
Fidelity Brokerage Services Llc Westwood MA 02/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2014 → 05/2018
    High Point University
    High Point, NC
  • 05/2017 → 08/2018
    Cape Cod Baseball League
    Cape Cod, MA
  • 06/2017 → 08/2017
    Cape Cod Baseball League
    Cape Cod, MA
  • 09/2016 → 06/2018
    High Point University Baseball Team
    High Point, MA
  • 06/2018 → 09/2018
    Fidelity Investments
    Westwood, MA
  • 09/2018 → 12/2018
    Unemployed
    Dover, MA
  • 12/2018 → 02/2019
    Usa Hockey
    Dover, MA
  • 02/2019 → Present
    Fidelity Brokerage Services Llc
    Westwood, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-04-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westwood, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-01-13
S63 Uniform Securities Agent State Law Examination 2019-07-23
  • S66 Uniform Combined State Law Examination
    2021-01-13
  • S63 Uniform Securities Agent State Law Examination
    2019-07-23
Other Names
  • Robert Thomas Greeley
  • Robert Greeley

View on SEC IAPD

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LPL FINANCIAL LLC · WESTWOOD, MA
MODERA WEALTH MANAGEMENT, LLC · WESTWOOD, MA
STAGE HARBOR FINANCIAL · WESTWOOD, MA
SAVANT WEALTH MANAGEMENT · Westwood, MA
DOVER INVESTMENT ADVISORY CORPORATION · WESTWOOD, MA
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