Robert M. Massey

Strategic Advisers LLC

Wake Forest, NC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

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

NC RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

100 New Millennium Way, Durham, NC 27709-8204 • United States

Wake Forest, NC • 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
Valic Financial Advisors Inc	Raleigh	NC	03/2016	01/2022
Fidelity Investments	Durham	NC	01/2022	Present
Fidelity Investments	Boston	MA	03/2025	Present

03/2016 → 01/2022

Valic Financial Advisors Inc

Raleigh, NC
01/2022 → Present

Fidelity Investments

Durham, NC
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2022-02-22 → 2025-03-31

Fidelity Personal And Workplace Advisors

Durham, NC
2016-06-06 → 2022-01-27

Valic Financial Advisors, Inc.

Durham, NC

Raleigh, NC
2008-06-09 → 2009-03-09

Bb&T Investment Services, Inc.

Cary, NC

Charlotte, NC

Cary, NC

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-06-02
S65	Uniform Investment Adviser Law Examination	1996-03-25
S63	Uniform Securities Agent State Law Examination	1994-04-07

S66 Uniform Combined State Law Examination

2016-06-02
S65 Uniform Investment Adviser Law Examination

1996-03-25
S63 Uniform Securities Agent State Law Examination

1994-04-07

Other Names

Robert Melvin Massey

View on SEC IAPD

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