Robert Fisher

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

• 03/2015 → 07/2021
  Wells Fargo Bank Na
  Sacramento, CA
• 04/2017 → 07/2021
  Wells Fargo Clearing Services Llc
  Sacramento, CA
• 08/2021 → 10/2022
  Lincoln Financial
  Sacramento, CA
• 11/2022 → Present
  Fidelity Investments
  Westlake, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-05-02 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Elk Grove, CA
• 2021-08-05 → 2022-10-24
  Osaic Fa, Inc.
  Sacramento, CA
• 2021-01-08 → 2021-08-12
  Wells Fargo Clearing Services, Llc
  Sacramento, CA
  Sacramento, CA

Other Businesses

OBA-93679|OrgNmn:R.W. Fisher|Org Addr:Elk Grove,California,US|OBA Nature:Author|Invst Rel:N|Title:Author/owner|Duties:Writing|StrtDt:06-01-22|TotHrs/mon:10|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2021-01-08
• S63 Uniform Securities Agent State Law Examination
  2017-07-07

Other Names

• Wyatt Fisher
• Robert Fisher
• Robert Wyatt Fisher