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Robert Michael Appleton

Strategic Advisers LLC

Holly Springs, NC

Durham, NC

CRD 7974944

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-07-02
TX RA APPROVED 2026-07-02
  • NC RA
    APPROVED
    Since 2026-07-02
  • TX RA
    APPROVED
    Since 2026-07-02

Branch Locations

Holly Springs, NC • United States

100 New Millennium Way, Durham, NC 27709-8204 • 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
Pizza Express Mount Arlington NJ 09/2020 06/2022
Target Holly Springs NC 07/2022 08/2024
Fidelity Investments Durham NC 08/2024 Present
Black Bear Fitness Jefferson NJ 07/2018 03/2020
Doordash Mount Arlington NJ 03/2022 06/2022
Sandwiches Unlimited Lunchbox Ledgewood NJ 09/2019 08/2020
Fluent Solar Raleigh NC 06/2022 06/2022
Roxbury High School Roxbury NJ 08/2014 07/2018
  • 09/2020 → 06/2022
    Pizza Express
    Mount Arlington, NJ
  • 07/2022 → 08/2024
    Target
    Holly Springs, NC
  • 08/2024 → Present
    Fidelity Investments
    Durham, NC
  • 07/2018 → 03/2020
    Black Bear Fitness
    Jefferson, NJ
  • 03/2022 → 06/2022
    Doordash
    Mount Arlington, NJ
  • 09/2019 → 08/2020
    Sandwiches Unlimited Lunchbox
    Ledgewood, NJ
  • 06/2022 → 06/2022
    Fluent Solar
    Raleigh, NC
  • 08/2014 → 07/2018
    Roxbury High School
    Roxbury, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-30
S63 Uniform Securities Agent State Law Examination 2024-11-22
  • S66 Uniform Combined State Law Examination
    2026-06-30
  • S63 Uniform Securities Agent State Law Examination
    2024-11-22
Other Names
  • Robert M Appleton
  • Bobby Michael Appleton
  • Bobby Appleton
  • Robert Appleton

View on SEC IAPD

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