Robb Meyer, financial advisor Burlingame CA
93 score

Robb Meyer

CRD Number: 5521786
Current Firm: Strategic Advisers, Inc.

Robb Meyer (CRD# 5521786) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Burlingame, CA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services LLC Grand Rapids, MI Apr 2012 - Current 4
Scottrade Grand Rapids, MI Jun 2009 - Apr 2012 2
Herman Miller Zeeland, MI Aug 2007 - Jan 2010 2
Scottrade Grand Rapids, MI May 2008 - Jun 2009 1
Holland Township Parks And Rec Holand, MI May 2007 - Jul 2008 1
Herman Miller Zeeland, MI Oct 2006 - Aug 2007 < 1
United States Marine Corps Camp Pendleton, CA Oct 2002 - Oct 2006 4
Holland Township Parks And Rec Holland, MI May 1998 - Aug 2006 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2009
S66 NASAA Uniform Combined State Law Examination Mar 2013
Contact Info for Robb A. Meyer
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • CA
  • WA
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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