Kenneth Robbins

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

• 07/2012 → 12/2016
  Bmo Harris Financial Advisors
  Hoffman Estates, IL
• 12/2016 → Present
  Fidelity Brokerage Services Llc
  Schaumburg, IL
• 07/2018 → Present
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2018-07-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boston, MA
  Schaumburg, IL
  Elgin, IL
• 2017-01-20 → 2018-07-13
  Strategic Advisers Llc
  Schaumburg, IL
• 2012-07-23 → 2016-12-27
  Bmo Harris Financial Advisors, Inc.
  Hoffman Estates, IL
  Bartlett, IL
  St Charles, IL
  Batavia, IL
• 2011-07-26 → 2012-07-24
  Pnc Wealth Management Llc
  West Dundee, IL
  Rockford, IL
  Loves Park, IL
  Rockford, IL
  Wauconda, IL
• 2011-05-31 → 2011-08-01
  Associated Investment Services, Inc.
  Crystal Lake, IL
  Mundelein, IL
  Libertyville, IL
  Lindenhurst, IL
  Waukegan, IL
  Richmond, IL
  Gurnee, IL
  Third Lake, IL
• 2005-02-17 → 2011-06-03
  Fifth Third Securities, Inc.
  Lake Zurich, IL
  Antioch, IL
  Round Lake Beach, IL
  Mundelein, IL
  Round Lake Beach, IL
  Mundelein, IL
  Antioch, IL
  Chicago, IL
  Chicago, IL
  Melrose Park, IL
  Cary, IL
  Cary, IL
  Skokie, IL
  Evanston, IL
  Evanston, IL
  Northbrook, IL
  Northbrook, IL
  Highland Park, IL
  Mundelein, IL
  Wauconda, IL
  Mchenry, IL
  Island Lake, IL
  Algonquin, IL
  Fox Lake, IL
• 2002-01-22 → 2005-01-03
  Harrisdirect Llc
  Cary, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-12-31
• S63 Uniform Securities Agent State Law Examination
  1999-03-22

Other Names

• Kenneth Scott Robbins
• Kenneth S Robbins