Adam Robertson

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

• 07/2017 → 02/2023
  Td Ameritrade
  Omaha, NE
• 03/2017 → 07/2017
  Richdale Group
  Omaha, NE
• 02/2015 → 03/2017
  Avalonbay
  Bellevue, WA
• 02/2023 → 08/2023
  Charles Schwab & Co., Inc.
  Omaha, NE
• 09/2023 → Present
  Fidelity Brokerage Services Llc
  Westlake, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-11-27 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Lynnwood, WA
• 2022-10-05 → 2023-08-28
  Charles Schwab & Co., Inc.
  Omaha, NE
  Lone Tree, CO
  Omaha, NE
  San Francisco, CA
• 2018-05-16 → 2022-10-14
  Td Ameritrade, Inc.
  Omaha, NE
• 2018-05-17 → 2020-11-20
  Td Ameritrade Investment Management, Llc
  Omaha, NE

Other Businesses

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Exams

• S66 Uniform Combined State Law Examination
  2018-05-14
• S63 Uniform Securities Agent State Law Examination
  2017-08-29

Other Names

• Adam Thomas Robertson
• Adam T Robertson