Robert Hamilton Thelen
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCAug 2026 to now
- Fidelity InvestmentsJan 2025 to now
- UnemployedSep 2024 to Jan 2025
- Vaco, IncApr 2024 to Sep 2024
- UnemployedMar 2024 to Apr 2024
- Fidelity InvestmentsSep 2022 to Mar 2024
- UnemployedAug 2022 to Sep 2022
- Black Knight, IncApr 2017 to Aug 2022
- UnemployedMar 2017 to Apr 2017
- Indotronix International CorpJan 2017 to Mar 2017
- UnemployedOct 2016 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (KY, 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
- 8034504
- Firm CRD
- 104555