Robert David Barnett

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

• 12/1997 → 11/2019
  Charles Schwab & Co., Inc.
  Atlanta, GA
• 09/2012 → 11/2019
  Charles Schwab Bank
  Atlanta, GA
• 11/2019 → Present
  Fidelity Brokerage Services Llc
  Germantown, TN
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2020-01-08 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Germantown, TN
• 1999-08-18 → 2019-12-02
  Charles Schwab & Co., Inc.
  Little Rock, AR
  Little Rock, AR
  Fishers (Indianapolis), IN
  Indianapolis, IN
  Little Rock, AR
  Indianapolis, IN
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA
• 2012-01-03 → 2012-09-19
  Schwab Wealth Advisory, Inc.
  Indianapolis, IN

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-07-20
• S63 Uniform Securities Agent State Law Examination
  1996-03-25