This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

STRATEGIC ADVISERS LLC

Current firm class

national broker-dealer RIAderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Dec 10, 1997earliest registration or exam on IAPD

Years in industry

28derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

5

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S66|S65|S63

First exam

Dec 10, 1997

First registration

Dec 31, 2001

Dual registered

yes, broker-dealer

Other names

Robert Evans Lorelli|ROBERT LORELLI|Bob Lorelli

IAPD individual key

1902698

Graph

RIA / Wealth Management

Canonical id

dfx:ria:97fdf3ba-9451-7ccc-51dc-584e6f4f4b69

First observed

Dec 31, 2001

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.