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Robert Allen Fitzgerald

Strategic Advisers LLC

Chestnut Hill, MA

West Bridgewater, 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

220 Boylston St Suite C115, Chestnut Hill, MA 02467-2077 • United States

West Bridgewater, 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
Fidelity Investments Smithfield RI 10/2021 Present
Common Market Restaurants Quincy MA 06/2017 10/2021
Home Depot Quincy MA 02/2017 10/2017
Quincy Recreation Quincy MA 05/2015 08/2017
Framingham State University Framingham MA 09/2016 12/2016
University Of Massachusetts Boston Boston MA 01/2017 05/2020
Fidelity Investments Boston MA 03/2025 Present
  • 10/2021 → Present
    Fidelity Investments
    Smithfield, RI
  • 06/2017 → 10/2021
    Common Market Restaurants
    Quincy, MA
  • 02/2017 → 10/2017
    Home Depot
    Quincy, MA
  • 05/2015 → 08/2017
    Quincy Recreation
    Quincy, MA
  • 09/2016 → 12/2016
    Framingham State University
    Framingham, MA
  • 01/2017 → 05/2020
    University Of Massachusetts Boston
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-05-08 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Chestnut Hill, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-22
S63 Uniform Securities Agent State Law Examination 2022-02-11
  • S66 Uniform Combined State Law Examination
    2024-04-22
  • S63 Uniform Securities Agent State Law Examination
    2022-02-11

View on SEC IAPD

Other Firms

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SCHWAB WEALTH ADVISORY, INC.
ESPLANADE CAPITAL LLC
CITIZENS SECURITIES, INC.
COMMONWEALTH FINANCIAL NETWORK
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TRIBECA INVESTMENT INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Other Investors

Jonas Cole Killeen
TIFFANI L LEARY
ALEXANDER GURIN
RICARDO MONTEIRO
K WYATT WILMSHURST
John Doherty
JAMES THOMAS DUGAN
SAMUEL SMITH

Other Offices

CHARLES SCHWAB & CO., INC. · Chestnut Hill, MA
SCHWAB WEALTH ADVISORY, INC. · Chestnut Hill, MA
ESPLANADE CAPITAL LLC · CHESTNUT HILL, MA
CITIZENS SECURITIES, INC. · CHESTNUT HILL, MA
COMMONWEALTH FINANCIAL NETWORK · CHESTNUT HILL, MA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CHESTNUT HILL, MA
TRIBECA INVESTMENT INC. · CHESTNUT HILL, MA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Newton, MA

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