Robert Patten Williams
Investment adviser representative at Strategic Advisers LLC
14 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
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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
14 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMay 2022 to now
- Continued Education: Unc CharlotteNov 2021 to May 2022
- CaddiemasterSep 2021 to Jan 2022
- First Tee North FloridaMay 2021 to Sep 2021
- Buckit OutfittersJan 2019 to Jan 2020
- ClubupJun 2018 to Aug 2020
- PostmatesMay 2018 to May 2020
- College Education: Flagler CollegeAug 2017 to May 2021
- UnemployedMay 2012 to Aug 2017
- Community School of DavidsonMay 2012 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7564524
- Firm CRD
- 104555