Robert J. Cruz
Investment adviser representative at Strategic Advisers LLC
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- Fidelity Brokerage Services LLCMar 2026 to now
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsDec 2020 to now
- UnemployedSep 2020 to Dec 2020
- Fiduciary Investment Trusts, LLCFeb 2018 to Sep 2020
- Financial Fitness for LifeFeb 2018 to Sep 2020
- Allianz Global Investors Distributors LLCJun 2014 to Feb 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 1 state (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
- 2396571
- Firm CRD
- 104555