Robert A. Marsh

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
IN	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

IN RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

Swayzee, IN • 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
Fidelity Investments	Covington	KY	09/2010	Present
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	Present
Fidelity Investments	Boston	MA	03/2025	Present

09/2010 → Present

Fidelity Investments

Covington, KY
07/2018 → Present

Fidelity Personal And Workplace Advisors

Boston, MA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2018-07-13 → 2025-03-31

Fidelity Personal And Workplace Advisors

Boston, MA

Covington, KY

Swayzee, IN
2012-07-25 → 2018-07-13

Strategic Advisers Llc

Swayzee, IN

Covington, KY

Converse, IN
2010-06-01 → 2010-09-13

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jacksonville, FL
2009-07-10 → 2010-05-20

Open Mind Investing

Converse, IN
2005-04-12 → 2005-06-24

Stifel Independent Advisors, Llc

Converse, IN
2000-09-20 → 2005-04-07

Natcity Investments, Inc.

Logansport, IN

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2009-04-06
S63	Uniform Securities Agent State Law Examination	1993-03-10

S65 Uniform Investment Adviser Law Examination

2009-04-06
S63 Uniform Securities Agent State Law Examination

1993-03-10

Other Names

Andy Marsh
Robert Andrew Marsh
Andy Marsh
Robert Marsh

View on SEC IAPD

Other Firms

PNC WEALTH MANAGEMENT LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

ROBERT W. BAIRD & CO. INCORPORATED

EP WEALTH ADVISORS

DEAN DORTON WEALTH MANAGEMENT, LLC

PFS INVESTMENTS INC.

W&S BROKERAGE SERVICES, INC.

LPL FINANCIAL LLC

Other Investors

CHRISTOPHER M HATFIELD

JOSEPH D QUIGLEY

BERNARD WILLIAM WESSELMAN

TIMOTHY J WALLIN

JAIME MARIE LANHAM

DONALD W STEWART

Other Offices

STRATEGIC ADVISERS LLC · COVINGTON, KY

STRATEGIC ADVISERS LLC · COVINGTON, KY

PNC WEALTH MANAGEMENT LLC · FORT MITCHELL, KY

STATE FARM INVESTMENT MANAGEMENT CORP. · Fort Mitchell, KY

ROBERT W. BAIRD & CO. INCORPORATED · Fort Wright, KY

EP WEALTH ADVISORS · Fort Wright, KY

DEAN DORTON WEALTH MANAGEMENT, LLC · FORT WRIGHT, KY

EP WEALTH ADVISORS · FORT WRIGHT, KY

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