Robert Otto Dennis
Investment adviser representative at Strategic Advisers LLC
11 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
11 years in the industry.
- Strategic Advisers LLCDec 2025 to now
- Fidelity InvestmentsAug 2025 to now
- Flow Tek Inc.May 2022 to Jul 2025
- Argus Event StaffingMar 2021 to Jan 2022
- AmazonMar 2020 to May 2022
- Pioneer Landscape CenterMay 2019 to Mar 2020
- AmazonNov 2018 to May 2019
- FedexSep 2018 to Oct 2018
- UnemployedMay 2018 to Aug 2018
- Attention Homes the SourceDec 2015 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 8151880
- Firm CRD
- 104555