Robert James Foret
Investment adviser representative at Strategic Advisers LLC
14 yearsExperience
1 stateRegistered 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 InvestmentsJul 2022 to now
- UnemployedJul 2021 to Jul 2022
- Jefferson FinancialMay 2021 to Jul 2021
- UnemployedNov 2020 to May 2021
- Le Triomphe Country ClubSep 2020 to Nov 2020
- UnemployedJun 2020 to Sep 2020
- Baskin RobbinsMay 2020 to Jun 2020
- UnemployedJun 2018 to May 2020
- Baskin RobbinsAug 2017 to Jun 2018
- UnemployedJul 2012 to Aug 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 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
- 7609222
- Firm CRD
- 104555