Robert Willy Sander

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

• 01/2014 → 12/2021
  Poling & Cutler Marine Transportation
  Freehold, NJ
• 02/2022 → 04/2022
  Pnc Arena
  Raleigh, NC
• 04/2022 → Present
  Fidelity Investments
  Durham, NC
• 01/2022 → 03/2022
  Chatueax Realty
  Pittsboro, NC
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-12-05 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Durham, NC

Other Businesses

OBA-68154|OrgNmn:Mabels Grooming Table LLC|Org Addr:Raleigh,North Caro,US|OBA Nature:Pet Grooming|Invst Rel:N|Title:owner|Duties:Maintenance|StrtDt:04-26-22|TotHrs/mon:15|TrdHrs/mon:0|OBA-127586|OrgNmn:Sander Marine LLC|Org Addr:Raleigh,North Caro,US|OBA Nature:Maritime transportation |Invst Rel:N|Title:Owner|Duties:Rent out barges for maritime construction and dredging projects. |StrtDt:|TotHrs/mon:15|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2022-11-21
• S63 Uniform Securities Agent State Law Examination
  2022-08-19

Other Names

• Robert Willy Sander
• Robert Sander