Robert Hebbeler

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

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

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

Branch Locations

396 North Route 17, Paramus, NJ 07652-2907 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Lehman Brothers Holding Co	New York	NY	10/2015	06/2018
Unemployed	Franklin Lakes	NJ	06/2018	03/2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Paramus	NJ	03/2019	05/2021
Bank Of America, N.A.	Paramus	NJ	06/2019	05/2021
Fidelity Investments	Franklin Lakes	NJ	05/2021	Present
Fidelity Investments	Boston	MA	03/2025	Present

10/2015 → 06/2018

Lehman Brothers Holding Co

New York, NY
06/2018 → 03/2019

Unemployed

Franklin Lakes, NJ
03/2019 → 05/2021

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Paramus, NJ
06/2019 → 05/2021

Bank Of America, N.A.

Paramus, NJ
05/2021 → Present

Fidelity Investments

Franklin Lakes, NJ
03/2025 → Present

Fidelity Investments

Boston, MA

2021-07-29 → 2025-03-31

Fidelity Personal And Workplace Advisors

Franklin Lakes, NJ
2019-08-01 → 2021-05-20

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY

Paramus, NJ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-07-29
S63	Uniform Securities Agent State Law Examination	1995-07-25