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Robert J Hallowell

Investment adviser representative at Strategic Advisers LLC
13 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business

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Contact this firm

From SEC records

(617) 563-7000Firm's SEC record

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

13 years in the industry.

  1. Strategic Advisers LLCMay 2026 to now
  2. Fidelity InvestmentsJan 2025 to now
  3. Palisades TahoeNov 2025 to Jan 2026
  4. Boreal Ridge CorporationOct 2023 to Dec 2024
  5. Grounded Property ServicesMay 2023 to Oct 2023
  6. Atlantic Plant Maintenance, Inc.Jan 2023 to May 2023
  7. Atlantic Plant Maintenance, Inc.Sep 2022 to Nov 2022
  8. Atlantic Plant Maintenance, Inc.Feb 2022 to Aug 2022
  9. Atlantic Plant Maintenance, Inc.Sep 2021 to Nov 2021
  10. Towpro Lifts, LLC.Feb 2021 to Jan 2025
  11. Atlantic Plant Maintenance, Inc.Jan 2021 to Jun 2021
  12. Atlantic Plant Maintenance, Inc.Oct 2020 to Dec 2020
  13. O'connor CorporationSep 2020 to Sep 2020
  14. UnemployedMay 2020 to Sep 2020
  15. Atlantic Plant Maintenance, Inc.Feb 2020 to May 2020
  16. Loon Mountain ResortDec 2019 to Mar 2023
  17. UnemployedDec 2019 to Feb 2020
  18. UnemployedMay 2019 to Sep 2019
  19. Atlantic Plant Maintenance, Inc.Feb 2019 to Dec 2019
  20. UnemployedDec 2018 to Feb 2019
  21. Atlantic Plant Maintenance, Inc.Jul 2018 to Nov 2018
  22. Atlantic Plant Maintenace, Inc.Apr 2018 to Jun 2018
  23. Atlantic Plant Maintenance, Inc.Oct 2017 to Dec 2017
  24. O'connor CorporationSep 2017 to Sep 2017
  25. Atlantic Plant Maintenance, Inc.Jan 2017 to May 2017
  26. Siemens Generation ServicesDec 2016 to Dec 2016
  27. Gunstock Mountain ResortSep 2013 to Apr 2018

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 (NV, 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 site.

Individual CRD
8034995
Firm CRD
104555
Advisor's SEC record
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