Chad 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

• 06/2024 → Present
  Fidelity Investments
  Morristown, NJ
• 06/2014 → 09/2018
  Fair Lawn Recreation Department
  Fair Lawn, NJ
• 12/2019 → 01/2020
  California Pizza Kitchen
  Paramus, NJ
• 07/2022 → 06/2024
  Automatic Data Processing
  Florham Park, NJ
• 07/2015 → 08/2019
  Fair Lawn Community Center
  Fair Lawn, NJ
• 05/2021 → 08/2021
  Berkshire Hathaway Guard Insurance
  Wilkes-Barre, PA
• 10/2016 → 04/2020
  Kilroys Wonder Market
  Glen Rock, NJ
• 09/2018 → 08/2022
  Kutztown University
  Kutztown, PA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2025-03-03 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Morristown, NJ
  Fair Lawn, NJ

Exams

• S66 Uniform Combined State Law Examination
  2025-01-24