Robert Mein

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

• 05/2016 → 06/2017
  Lyft
  Woodland, CA
• 07/2017 → 08/2023
  E*Trade Capital Management Llc
  Roseville, CA
• 07/2017 → 08/2023
  E*Trade Securities Llc
  Roseville, CA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA
• 03/2023 → 08/2023
  Morgan Stanley
  Roseville, CA
• 07/2017 → 08/2023
  E*Trade Securities Llc
  Roseville, CA
• 07/2017 → 08/2023
  E*Trade Capital Management Llc
  Roseville, CA
• 03/2023 → 08/2023
  Morgan Stanley
  Roseville, CA
• 01/2024 → Present
  Fidelity Investments
  San Francisco, CA
• 09/2023 → 12/2023
  Unemployed
  Woodland, CA

Previous Registrations

• 2024-03-20 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Woodland, CA
• 2017-08-03 → 2023-08-11
  Harrisdirect Llc
  Roseville, CA
  Arlington, VA
  Roseville, CA
• 2014-12-16 → 2015-12-01
  Lpl Financial Llc
  Woodland, CA

Exams

• S66 Uniform Combined State Law Examination
  2014-12-16
• S63 Uniform Securities Agent State Law Examination
  1998-10-16

Other Names

• Bob Mein
• Bobby Mein
• Robert Matthew Mein
• Robert M Mein
• Robert Mathew Mein