Robert Andrew Early
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Robert Andrew Early? Claim your profile
Contact this firm
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
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJun 2024 to now
- Wachusett Country ClubJun 2023 to Aug 2023
- Thrifty Car RentalMay 2022 to Jan 2024
- Amazon Fulfillment CenterDec 2021 to Jan 2022
- DoordashMay 2021 to Jun 2024
- University of Massachusetts AmherstSep 2020 to May 2024
- InstacartSep 2020 to May 2021
- City of WorcesterJun 2019 to Aug 2023
- WalgreensJul 2018 to May 2021
- Doherty Memorial High SchoolAug 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (MA, 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
- 7948967
- Firm CRD
- 104555