ADAM ROBERTSON is an investment adviser representative (IAR) with state registration records since 2018, appearing at 5 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2023-11-27 | 2025-03-31 | — |
| CHARLES SCHWAB & CO., INC. | 2022-10-05 | 2023-08-28 | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2018-05-17 | 2020-11-20 | — |
| TD AMERITRADE, INC. | 2018-05-16 | 2022-10-14 | — |