Robert Dahl

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

• 12/2023 → 02/2024
  Unemployed
  Massapequa, NY
• 05/2021 → 08/2021
  Bethpage State Park Golf Course
  New York, NY
• 08/2021 → 11/2021
  Golden Hills Golf & Country Club
  South Carolina, SC
• 06/2022 → 08/2022
  Town Of Oyster Bay Comptroller'S Office
  New York, NY
• 02/2024 → Present
  Fidelity Investments
  Garden City, NY
• 05/2022 → 08/2022
  Bethpage State Park Golf Course
  New York, NY
• 06/2019 → 08/2020
  American Pool
  New York, NY
• 06/2017 → 09/2018
  Biltmore Beach Club
  New York, NY
• 11/2023 → 12/2023
  United Parcel Service (Ups)
  New York, NY
• 08/2019 → 11/2023
  University Of South Carolina
  Columbia, SC
• 12/2020 → 01/2021
  United Parcel Service (Ups)
  New York, NY
• 02/2014 → 06/2019
  Chaminade High School
  Mineola, NY
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-08-12 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Massapequa, NY
  Garden City, NY

Exams

• S66 Uniform Combined State Law Examination
  2024-07-18

Other Names

• Robert Dahl
• Robert Lars Dahl