DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Robert Abbott

Strategic Advisers LLCnational BDWestwood, Ma dual registrantIAPD 2383686

Feed of 09/14/2026

Also filed as Robert Gibson Abbott

At current firm

1 y

since Mar 31, 2025

In the industry

33 y

since Aug 5, 1993 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Strategic Advisers LLC national BD current
since Mar 31, 2025 · Westwood, Ma
Fidelity Personal And Workplace Advisors former
Apr 26, 2022 to Mar 31, 2025 · Westwood, Ma
Equitable Advisors, LLC national BD
Oct 29, 2018 to Jan 18, 2022 · Wellesley, Ma
Advice And Planning Services BD affiliated
Oct 14, 2015 to Jul 25, 2018 · Cambridge, Ma
Eagle Strategies LLC BD affiliated
Dec 18, 2014 to Sep 25, 2015 · Waltham, Ma
Fidelity Personal Trust Company, Fsb unclassified
Apr 9, 2001 to Mar 28, 2007 · Boston, Ma
Strategic Advisers LLC national BD
Jun 27, 1997 to Nov 2, 2009 · Boston, Ma

Moves

a registration end followed by a registration begin elsewhere

Fidelity Personal And Workplace Advisors to Strategic Advisers LLC
left Mar 31, 2025, registered Mar 31, 2025 (0 days) · corporate re-registration, not a move
Equitable Advisors, LLC to Fidelity Personal And Workplace Advisors
left Jan 18, 2022, registered Apr 26, 2022 (98 days) · Affiliated broker-dealer or bank to another
Advice And Planning Services to Equitable Advisors, LLC
left Jul 25, 2018, registered Oct 29, 2018 (96 days) · Affiliated broker-dealer or bank to another
Eagle Strategies LLC to Advice And Planning Services
left Sep 25, 2015, registered Oct 14, 2015 (19 days) · Other
Strategic Advisers LLC to Fidelity Personal Trust Company, Fsb
left Nov 2, 2009, registered Apr 9, 2001 (-3129 days) · Other
Fidelity Personal Trust Company, Fsb to Eagle Strategies LLC
left Mar 28, 2007, registered Dec 18, 2014 (2822 days) · Other

Signals

Robert Abbott left Equitable Advisors, Llc for Fidelity Personal And Workplace Advisors (registered 2022-04-26)
Jan 18, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: National broker-dealer RIAderived
Years in industry: 33derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address