Robert Joseph Merdes

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

• 10/1993 → Present
  Fidelity Brokerage Services, Inc.
  Washington Dc, MD
• 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
  Raleigh, NC
  Durham, NC
• 2001-10-23 → 2018-07-13
  Strategic Advisers Llc
  Durham, NC
  Durham, NC
  Raleigh, NC

Other Businesses

OBA-68251|OrgNmn:R & A Real Estate LLC|Org Addr:Raleigh,North Caro,US|OBA Nature:Invest in real estate |Invst Rel:Y|Title:Owner|Duties:Assess potential real estate deals|StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|OBA-68563|OrgNmn:210 Pacific Lending Trust|Org Addr:Durham,North Caro,US|OBA Nature:Lending Trust|Invst Rel:Y|Title:Trustee of this lending trust|Duties:I am simply the lender. No other duties.|StrtDt:05-19-22|TotHrs/mon:3|TrdHrs/mon:0|

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-06-03
• S63 Uniform Securities Agent State Law Examination
  1993-11-12

Other Names

• Rob Merdes