Robert Michael Appleton
Investment adviser representative at Strategic Advisers LLC
12 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
12 years in the industry.
- Strategic Advisers LLCJul 2026 to now
- Fidelity InvestmentsAug 2024 to now
- TargetJul 2022 to Aug 2024
- Fluent SolarJun 2022 to Jun 2022
- DoordashMar 2022 to Jun 2022
- Pizza ExpressSep 2020 to Jun 2022
- Sandwiches Unlimited LunchboxSep 2019 to Aug 2020
- Black Bear FitnessJul 2018 to Mar 2020
- Roxbury High SchoolAug 2014 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 7974944
- Firm CRD
- 104555