Robert Krzyzkowski

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

• 09/2006 → Present
  Fidelity
  Princeton, NJ
• 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
  Warminster, PA
• 2010-07-15 → 2018-07-13
  Strategic Advisers Llc
  Princeton, NJ
  Shrewsbury, NJ
• 2006-06-28 → 2006-09-15
  Ameriprise Financial Services, Llc
  Princeton, NJ

Other Businesses

OBA-62567|OrgNmn:Cheesing It Up|Org Addr:Holland,Pennsylvan,US|OBA Nature:Focused on videos and interest|Invst Rel:N|Title:Owner|Duties:Making videos and writing articles|StrtDt:09-09-21|TotHrs/mon:4|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2006-06-27

Other Names

• Robert Frank Krzyzkowski