# ROBERT HOROWITZ

ROBERT HOROWITZ is an investment adviser representative (IAR) with state registration records since 2002, appearing at 12 firms. Currently registered with STRATEGIC ADVISERS LLC.

## Registration history (14)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 2025-03-31 | present | Yes |
| [FIDELITY PERSONAL AND WORKPLACE ADVISORS](https://search.stillhousedata.com/firm/288590) | 2021-09-16 | 2025-03-31 | — |
| [SORRENTO PACIFIC FINANCIAL, LLC](https://search.stillhousedata.com/firm/127787) | 2019-02-20 | 2020-10-01 | — |
| [CUSO FINANCIAL SERVICES, L.P.](https://search.stillhousedata.com/firm/42132) | 2019-02-20 | 2020-09-25 | — |
| [J.P. MORGAN SECURITIES LLC](https://search.stillhousedata.com/firm/79) | 2013-02-11 | 2019-05-03 | — |
| [CITIGROUP GLOBAL MARKETS INC.](https://search.stillhousedata.com/firm/7059) | 2012-05-14 | 2013-02-25 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2010-02-17 | 2012-05-17 | — |
| [BB&T INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/33856) | 2009-01-26 | 2009-07-16 | — |
| [BB&T INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/33856) | 2008-07-09 | 2008-12-31 | — |
| [CITIGROUP GLOBAL MARKETS INC.](https://search.stillhousedata.com/firm/7059) | 2007-05-29 | 2008-01-15 | — |
| [CITICORP INVESTMENT SERVICES](https://search.stillhousedata.com/firm/23988) | 2007-02-28 | 2007-05-29 | — |
| [UNITED BROKERAGE SERVICES, INC](https://search.stillhousedata.com/firm/39062) | 2005-04-18 | 2007-02-23 | — |
| [SUMMIT FINANCIAL RESOURCES INC](https://search.stillhousedata.com/firm/104990) | 2002-06-06 | 2005-04-15 | — |
| [SUMMIT EQUITIES, INC.](https://search.stillhousedata.com/firm/11039) | 2002-05-23 | 2005-04-15 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2652519)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2652519.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.