Robert W. Lancaster

STRATEGIC ADVISERS LLC | Vice President, Wealth Planner

VOORHEES, NJ

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CRD#: 1866346

Professional summary

Robert W. Lancaster JR., CFP®, who also goes by Robert William Lancaster Jr, Robert William Lancaster Jr., Robert William Lancaster, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Voorhees, New Jersey and FIDELITY BROKERAGE SERVICES LLC located in Marlton, New Jersey.

Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. Robert has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 9, Series 10 and Series 8 exams.

Biography

I have worked in the Financial Services Industry for over 25 years, with the last 12 years at Fidelity Investments. I've helped my clients develop, implement and maintain peronalized financial plans in many markets.  My commitment to you is that I will assist you in your selection of a wealth management strategy that benefits you and your family now and in years to come.

Question & Answer

What are your service offerings?

Employee and Employer Plan Ben...

Are you a "fiduciary"?

Yes

Aliases

Robert William Lancaster Jr | Robert William Lancaster Jr. | Robert William Lancaster

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert W. Lancaster JR.'s CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2009

Education

Temple University

Bachelor of Business Administration - Finance and Economics

1988

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 501 Route 73 South Suite N, Marlton, NJ 08053

RIA

CRD#: 104555

VOORHEES, NJ

Current

November 1, 2006 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 501 Route 73 South Suite N, Marlton, NJ 08053

CRD#: 7784

Marlton, NJ

Past

July 13, 2018 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

MARLTON, NJ

Past

December 15, 2006 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

MARLTON, NJ

Past

April 25, 2006 - October 19, 2006

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

MARLTON, NJ

Past

March 21, 2005 - October 19, 2006

TD AMERITRADE, INC.

RIA

CRD#: 7870

MARLTON, NJ

Past

March 21, 2005 - October 19, 2006

TD AMERITRADE, INC.

CRD#: 7870

MARLTON, NJ

Past

March 17, 2004 - March 18, 2005

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

MOORESTOWN, NJ

Past

March 23, 1992 - March 18, 2005

CHARLES SCHWAB & CO., INC.

CRD#: 5393

WESTLAKE, TX

Past

September 26, 1991 - February 26, 1992

VANGUARD MARKETING CORPORATION

CRD#: 7452

MALVERN, PA

Past

February 2, 1989 - July 23, 1991

FIRST UNION CAPITAL MARKETS CORP.

CRD#: 6124

CHARLOTTE, NC

Past

August 25, 1988 - December 19, 1988

HIBBARD BROWN & CO., INC.

CRD#: 18246

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

STRATEGIC ADVISERS LLC

CRD#: 104555 / SEC#: 801-13243

RIA

Registered Investment Advisory firm - (8/11/1977 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(11/24/2020)

California
(9/24/2015)

Delaware
(11/24/2020)

Florida
(1/3/2007)

Georgia
(9/29/2023)

Kentucky
(3/3/2016)

Louisiana
(2/12/2021)

Maryland
(1/25/2013)

Massachusetts
(8/25/2021)

Nevada
(5/22/2024)

New Jersey
(11/1/2006)

IAR

New Jersey
(3/31/2025)

New York
(1/3/2007)

North Carolina
(10/8/2021)

Oklahoma
(7/12/2024)

Pennsylvania
(11/1/2006)

South Carolina
(8/9/2010)

Tennessee
(9/29/2023)

Texas
(8/10/2017)

IAR

Texas
(3/31/2025)

Virginia
(5/6/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/3/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/15/1988

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/20/1988

General Securities Representative Examination

Principal/Supervisory Exam

Series 9

Date: 1/2/2023

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 10

Date: 1/2/2023

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 8

Date: 5/3/1994

General Securities Sales Supervisor Examination (Options Module & General Module)

SRO Registrations

FINRA

SRO Registrations

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

CRD#: 104555 / SEC#: 801-13243

RIA

Registered Investment Advisory firm - (8/11/1977 Approved)

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Contact information

Main Address

155 Seaport Blvd, Boston, MA 02210-2698

Mailing Address

Phone number

(617) 563-7000

Established

Firm type

Fiscal year end

# of Employees

16,291

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)

FIDELITY STRATEGIC DISCIPLINES (11/10/2025)

FIDELITY WEALTH SERVICES (9/10/2025)

STRATEGIC ADVISERS LLC (9/10/2025)

FIDELITY MANAGED FIDFOLIOS (3/31/2025)

FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)

FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

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	Cover Page	Report

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Robert W. Lancaster

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert W. Lancaster JR.'s CRS (Customer Relationship Summary).

Certified licenses

Education

Temple University

Experience

FIDELITY BROKERAGE SERVICES LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

STRATEGIC ADVISERS LLC

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

TD AMERITRADE, INC.

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

VANGUARD MARKETING CORPORATION

FIRST UNION CAPITAL MARKETS CORP.

HIBBARD BROWN & CO., INC.

Primary Firm SEC Registration

STRATEGIC ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/3/1997

Series 63

Date: 9/15/1988

SIE

Date: 10/1/2018

Series 7

Date: 8/20/1988

Series 9

Date: 1/2/2023

Series 10

Date: 1/2/2023

Series 8

Date: 5/3/1994

FINRA

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

STRATEGIC ADVISERS LLC

TRUST BUT VERIFY

Contact information

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