Robert C Herdina

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

• 08/2015 → 09/2022
  Guardian Life Insurance Co Of America
  New York, NY
• 02/2017 → 04/2018
  Park Avenue Securities, Llc
  New York, NY
• 09/2018 → 09/2022
  Gs Mining Company, Llc
  Beverly Hills, CA
• 04/2020 → 09/2022
  Entoro Securities, Llc
  Houston, TX
• 04/2020 → 09/2022
  Entoro Capital, Llc
  Houston, TX
• 04/2020 → 09/2022
  Entoro Investments, Llc
  Houston, TX
• 09/2022 → Present
  Fidelity Investments
  Jacksonville, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-10-25 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Jacksonville, FL
  Dawsonville, GA
• 2020-04-15 → 2022-09-20
  Entoro Investments, Llc
  Cumming, GA
  Houston, TX
• 2017-07-14 → 2018-05-01
  Park Avenue Securities Llc
  Atlanta, GA

Exams

• S66 Uniform Combined State Law Examination
  2017-06-26
• S63 Uniform Securities Agent State Law Examination
  1985-11-19

Other Names

• Robert Calvin Herdina
• Robert Calvin Herdina