Robert J. Andreasse
Investment adviser representative at Strategic Advisers LLC
13 yearsExperience
3 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
13 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJun 2021 to now
- University of New HampshireSep 2020 to Jun 2021
- Nextstep HealthtechMay 2020 to Sep 2020
- Compass Retirement Consulting GroupNov 2019 to Apr 2020
- Durkee ProfessionalDec 2018 to Jan 2019
- University of New HampshireSep 2017 to May 2020
- Nh State Beach PatrolJun 2017 to Sep 2019
- Exeter High SchoolSep 2013 to Sep 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 3 states (MA, NH, 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
- 7402544
- Firm CRD
- 104555