Chad Robertson
Investment adviser representative at Strategic Advisers LLC
12 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
12 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJun 2024 to now
- Automatic Data ProcessingJul 2022 to Jun 2024
- Berkshire Hathaway Guard InsuranceMay 2021 to Aug 2021
- California Pizza KitchenDec 2019 to Jan 2020
- Kutztown UniversitySep 2018 to Aug 2022
- Kilroys Wonder MarketOct 2016 to Apr 2020
- Fair Lawn Community CenterJul 2015 to Aug 2019
- Fair Lawn Recreation DepartmentJun 2014 to Sep 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 7949002
- Firm CRD
- 104555