Robert Wayne Stern
Investment adviser representative at Strategic Advisers LLC
34 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.4TFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
34 years in the industry.
- Strategic Advisers LLCDec 2025 to now
- Fidelity InvestmentsOct 2025 to now
- Rws Consulting, LLCDec 2022 to Oct 2025
- Ameriprise Financial Services, Inc.Sep 1992 to Dec 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2282485
- Firm CRD
- 104555