Robert E. Fry

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

• 04/2016 → 03/2019
  Pruco Securities, Llc
  Shelton, CT
• 05/2016 → 03/2019
  The Prudential Insurance Company Of America
  Shelton, CT
• 03/2019 → 09/2021
  Mutual Of Omaha Insurance Company
  Trumbull, CT
• 03/2019 → 09/2021
  Mutual Of Omaha Investor Services
  Trumbull, CT
• 08/2020 → 09/2021
  Us Small Business Administration
  Milford, CT
• 09/2021 → Present
  Fidelity
  Merrimack, NH
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-12-09 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Milford, CT
• 2019-04-02 → 2021-09-27
  Mutual Of Omaha Investor Services, Inc.
  Trumbull, CT
• 2016-08-19 → 2019-03-27
  Pruco Securities, Llc.
  Shelton, CT

Other Businesses

OBA-115515|OrgNmn:Cloud Hill Farm LLC|Org Addr:Greentown,Pennsylvan,US|OBA Nature:Managing the financial matters|Invst Rel:Y|Title:Managing Member|Duties:I will now be one of the Managing Members. I will assist the other two Managing Members in making financial decisions, including subdividing |StrtDt:|TotHrs/mon:6|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2016-07-27
• S63 Uniform Securities Agent State Law Examination
  2009-10-23

Other Names

• Robert Edmund Fry
• Robert Edmund Fry
• Robert Edmund Fry