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Robert Fry

Strategic Advisers LLC

Hingham, MA

Scituate, MA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

50 Derby St Ste 100, Hingham, MA 02043-3740 • United States

Scituate, MA • 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
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 07/2008 04/2018
Bank Of America, N.A. Boston MA 11/2009 04/2018
Morgan Stanley Boston MA 04/2018 07/2023
Morgan Stanley Private Bank, N.AA Boston MA 04/2018 07/2023
Fidelity Investments Hingham MA 09/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2008 → 04/2018
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Boston, MA
  • 11/2009 → 04/2018
    Bank Of America, N.A.
    Boston, MA
  • 04/2018 → 07/2023
    Morgan Stanley
    Boston, MA
  • 04/2018 → 07/2023
    Morgan Stanley Private Bank, N.AA
    Boston, MA
  • 09/2023 → Present
    Fidelity Investments
    Hingham, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-10-05 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Hingham, MA
  • 2018-04-03 → 2023-08-11
    Morgan Stanley
    Boston, MA
    Norwell, MA
    Boston, MA
    Boston, MA
    Boston, MA
    Boston, MA
  • 2008-12-08 → 2018-04-10
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Boston, MA
    Lincoln, RI
    Hartford, CT
    Boston, MA
    Boston, MA
    Hanover, MA
    Cohasset, MA
    Boston, MA
    Burlington, MA
    Boston, MA
    Boston, MA
    Marshfield, MA
    Quincy, MA
    Quincy, MA
    Quincy, MA
    Quincy, MA
    Boston, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-12-04
  • S66 Uniform Combined State Law Examination
    2008-12-04
Other Names
  • Robert E Fry
  • Bobby Fry
  • Robert Earl Fry
  • Robert Fry

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ONE CHARLES PRIVATE WEALTH
PATRIOT MULLARE ASSOCIATES, INC
ALLEGIANCE FINANCIAL SERVICES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
GLOBAL VIEW CAPITAL MANAGEMENT LLC
RAYMOND JAMES & ASSOCIATES, INC.
GORMAN FINANCIAL MANAGEMENT

Other Investors

FRANK O'BRIEN
PATRICK JOSEPH LANGAN
PATRICK J MCAULIFFE
Bryan K Turner
Daniel David Le
Christopher E Fahey
Andrew DAMIEN Burns
DAVID G CAPELLE

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · HINGHAM, MA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · HINGHAM, MA
ONE CHARLES PRIVATE WEALTH · HINGHAM, MA
PATRIOT MULLARE ASSOCIATES, INC · HINGHAM, MA
ALLEGIANCE FINANCIAL SERVICES, INC. · HINGHAM, MA
AMERIPRISE FINANCIAL SERVICES, LLC · Hingham, MA
GLOBAL VIEW CAPITAL MANAGEMENT LLC · HINGHAM, MA
RAYMOND JAMES & ASSOCIATES, INC. · Hingham, MA

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