ROBERT EVANS LORELLI is an investment adviser representative (IAR) with state registration records since 2001, appearing at 6 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2023-02-23 | 2025-03-31 | — |
| CETERA INVESTMENT ADVISERS LLC | 2018-05-21 | 2020-01-06 | — |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 2005-03-29 | 2017-05-01 | — |
| TIAA-CREF TRUST COMPANY, FSB | 2004-06-30 | 2005-03-29 | — |
| CUNA BROKERAGE SERVICES, INC. | 2001-12-31 | 2002-09-12 | — |