Robert P. Gilchrist
Professional summary
Robert P. Gilchrist, who also goes by Bob Gilchrist, Bobby Patrick Gilchrist, Rob Gilchrist, Robert P Gilchrist, Robert Patrick Gilchrist, Robert Gilchrist, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Centerport, New York and FIDELITY BROKERAGE SERVICES LLC located in Plainview, New York.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. Robert has worked at 11 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Robert P. Gilchrist's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 1551 Old Country Rd, Plainview, NY 11803-5014March 11, 2010 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 1551 Old Country Road, Plainview, NY 11803July 8, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
April 7, 2008 - January 28, 2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
February 22, 2008 - January 28, 2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
August 11, 2000 - November 9, 2007
KEYBANC CAPITAL MARKETS INC.
June 14, 1999 - July 28, 2000
DEUTSCHE BANK SECURITIES INC.
September 1, 1997 - June 14, 1999
DB ALEX. BROWN LLC
July 26, 1996 - September 1, 1997
ALEX. BROWN & SONS INCORPORATED
May 28, 1992 - August 31, 1992
CHAPDELAINE CORPORATE SECURITIES & CO
October 11, 1989 - August 5, 1991
ICAP SECURITIES USA LLC
July 25, 1987 - September 18, 1989
INTERCAPITAL GOVERNMENT SECURITIES INC.
Primary Firm SEC Registration
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/3/2020)
(5/20/2023)
(3/1/2024)
(3/11/2010)
(3/11/2010)
(11/7/2016)
(1/3/2020)
(1/10/2013)
(7/17/2020)
(7/17/2018)
(5/20/2023)
(3/11/2010)
(3/11/2010)
(3/31/2025)
(11/8/2016)
(10/9/2020)
(1/2/2015)
(4/17/2018)
(6/4/2025)
(10/10/2025)
(2/27/2018)
(2/10/2012)
(1/3/2020)
(7/19/2024)
Exams
FINRA
New York Stock Exchange
Current Firm
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
Contact information
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
