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RIA / WealthAdvisordual registered (broker-dealer)33 years in industry

ROBERT ABBOTT

Advisor at STRATEGIC ADVISERS LLC

WESTWOOD, MA | HARWICH, MA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Jun 27, 1997 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Aug 5, 1993earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Aug 5, 1993
First registration: Jun 27, 1997
Dual registered: yes, broker-dealer
Other names: ROBERT GIBSON ABBOTT|ROBERT GIBSON ABBOTT|Robert Abbott
IAPD individual key: 2383686

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	n/a	yes	WESTWOOD, MA\|HARWICH, MA	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Apr 26, 2022	Mar 31, 2025	no	WESTWOOD, MA	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Oct 29, 2018	Jan 18, 2022	no	WELLESLEY, MA	Previous registration
ADVICE AND PLANNING SERVICES	Bd affiliated wealth	Oct 14, 2015	Jul 25, 2018	no	CAMBRIDGE, MA	Previous registration
EAGLE STRATEGIES LLC	Bd affiliated wealth	Dec 18, 2014	Sep 25, 2015	no	WALTHAM, MA	Previous registration
FIDELITY PERSONAL TRUST COMPANY, FSB	n/a	Apr 9, 2001	Mar 28, 2007	no	BOSTON, MA	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Jun 27, 1997	Nov 2, 2009	no	BOSTON, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
EQUITABLE ADVISORS, LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jan 18, 2022	Apr 26, 2022	98	Firm change	Ibd to ibd
ADVICE AND PLANNING SERVICES	EQUITABLE ADVISORS, LLC	Jul 25, 2018	Oct 29, 2018	96	Firm change	Ibd to ibd
EAGLE STRATEGIES LLC	ADVICE AND PLANNING SERVICES	Sep 25, 2015	Oct 14, 2015	19	Firm change	Other
STRATEGIC ADVISERS LLC	FIDELITY PERSONAL TRUST COMPANY, FSB	Nov 2, 2009	Apr 9, 2001	-3,129	Firm change after gap	Other
FIDELITY PERSONAL TRUST COMPANY, FSB	EAGLE STRATEGIES LLC	Mar 28, 2007	Dec 18, 2014	2,822	Firm change after gap	Other

Relationships

Registered with (6)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Jun 27, 1997 to Nov 2, 2009factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Apr 26, 2022 to Mar 31, 2025factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Oct 29, 2018 to Jan 18, 2022factForm ADV
→ ADVICE AND PLANNING SERVICESRegistered adviserregistration: previous registration
Oct 14, 2015 to Jul 25, 2018factForm ADV
→ EAGLE STRATEGIES LLCRegistered adviserregistration: previous registration
Dec 18, 2014 to Sep 25, 2015factForm ADV
→ FIDELITY PERSONAL TRUST COMPANY, FSBRegistered adviserregistration: previous registration
Apr 9, 2001 to Mar 28, 2007factForm ADV

Dated events

Occurred
Jan 18, 2022
Advisor changed firm
Robert Abbott left Equitable Advisors, Llc for Fidelity Personal And Workplace Advisors (registered 2022-04-26)
Form ADVobserved 4 days ago