Robert E. Lorelli

STRATEGIC ADVISERS LLC

DURHAM, NC

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CRD#: 1902698

Professional summary

Robert Evans Lorelli, CFP®, who also goes by Robert Lorelli, Bob Lorelli, Robert Evans Lorelli, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Durham, North Carolina and FIDELITY BROKERAGE SERVICES LLC located in Durham, North Carolina.

Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1989. Robert has worked at 15 firms and has passed the Series 63, Series 66, Series 65, SIE, Series 7, Series 9, Series 10, Series 4, Series 53 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Robert Lorelli | Bob Lorelli | Robert Evans Lorelli

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 Evans Lorelli'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

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 100 New Millennium Way, Durham, NC 27709

RIA

CRD#: 104555

DURHAM, NC

Current

September 20, 2022 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 100 New Millennium Way, Durham, NC 27709

CRD#: 7784

Durham, NC

Past

February 23, 2023 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

DURHAM, NC

Past

May 21, 2018 - January 6, 2020

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

JACKSON, MS

Past

May 21, 2018 - January 6, 2020

CETERA INVESTMENT SERVICES LLC

CRD#: 15340

ST. CLOUD, MN

Past

March 29, 2005 - May 1, 2017

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA

CRD#: 20472

LEWISVILLE, TX

Past

June 30, 2004 - March 29, 2005

TIAA-CREF TRUST COMPANY, FSB

RIA

CRD#: 108579

211 N. BROADWAY, SUITE 1000, MO

Past

July 9, 2003 - May 1, 2017

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

CRD#: 20472

LEWISVILLE, TX

Past

December 31, 2001 - September 12, 2002

CUNA BROKERAGE SERVICES, INC.

RIA

CRD#: 13941

GREENSBORO, NC

Past

October 6, 2000 - September 12, 2002

CUNA BROKERAGE SERVICES, INC.

CRD#: 13941

WAVERLY, IA

Past

May 29, 1996 - July 21, 2000

FIRST UNION BROKERAGE SERVICES, INC.

CRD#: 8112

CHARLOTTE, NC

Past

September 19, 1994 - May 28, 1996

CHEMICAL INVESTMENT SERVICES CORP.

CRD#: 36312

Past

September 14, 1992 - September 19, 1994

J.P. MORGAN SECURITIES INC.

CRD#: 18718

NEW YORK, NY

Past

April 7, 1990 - April 17, 1991

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

April 7, 1990 - April 17, 1991

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

Past

February 16, 1990 - April 11, 1990

VANDERBILT SECURITIES, INC.

CRD#: 14280

Past

January 26, 1990 - April 11, 1990

VANDERBILT SECURITIES, INC.

CRD#: 14280

Past

January 24, 1989 - February 15, 1990

J. T. MORAN & CO., INC.

CRD#: 15655

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

Massachusetts
(1/5/2024)

North Carolina
(10/21/2022)

IAR

North Carolina
(3/31/2025)

Texas
(1/5/2024)

Utah
(1/5/2024)

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

Series 63

Date: 10/20/2022

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 7/11/2001

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 12/10/1997

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/21/1989

General Securities Representative Examination

Principal/Supervisory Exam

Series 9

Date: 10/7/2022

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 10

Date: 9/23/2022

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 4

Date: 10/11/1995

Registered Options Principal Examination

Principal/Supervisory Exam

Series 53

Date: 4/12/1995

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 11/1/1994

General Securities Principal Examination

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.

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Advisor Monitoring

Firm Stability Insights

Robert E. Lorelli

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Evans Lorelli's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIDELITY BROKERAGE SERVICES LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

CETERA INVESTMENT ADVISERS LLC

CETERA INVESTMENT SERVICES LLC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

TIAA-CREF TRUST COMPANY, FSB

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

CUNA BROKERAGE SERVICES, INC.

CUNA BROKERAGE SERVICES, INC.

FIRST UNION BROKERAGE SERVICES, INC.

CHEMICAL INVESTMENT SERVICES CORP.

J.P. MORGAN SECURITIES INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

VANDERBILT SECURITIES, INC.

VANDERBILT SECURITIES, INC.

J. T. MORAN & CO., INC.

Primary Firm SEC Registration

STRATEGIC ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 10/20/2022

Series 66

Date: 7/11/2001

Series 65

Date: 12/10/1997

SIE

Date: 10/1/2018

Series 7

Date: 1/21/1989

Series 9

Date: 10/7/2022

Series 10

Date: 9/23/2022

Series 4

Date: 10/11/1995

Series 53

Date: 4/12/1995

Series 24

Date: 11/1/1994

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

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