Robert K. Lane
STRATEGIC ADVISERS LLC | Financial Consultant
HOUSTON, TX
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CRD#: 5693969
Professional summary
Robert Keith Lane IV, CFP®, who also goes by Keith Lane, Robert Keith Lane, Robert Lane, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Houston, Texas and FIDELITY BROKERAGE SERVICES LLC located in Houston, Texas.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Robert has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
As a Financial Consultant, I help clients create a better financial future. Using Fidelity's vast resources, we will collaborate to help build a customized plan defined by your goals. I am committed to partnering with you to build a plan that is clear, relevant and actionable.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Retirement Income Management
Investment Planning
Retirement Planning
Employee and Employer Plan Ben...
Estate Planning
Insurance Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Keith Lane | Robert Keith Lane | Robert Lane
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.
CRS (Client Relationship Summary) - RIA
Click below to view Robert Keith Lane IV's 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®
Start date: 2014
Education
Texas Tech University
Bachelor of Business Administration - Finance
2007
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 12532 Memorial Drive, Houston, TX 77024RIA
CRD#: 104555
HOUSTON, TX
Current
August 24, 2011 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 12532 Memorial Drive, Houston, TX 77024BD
CRD#: 7784
Houston, TX
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
HOUSTON, TX
Past
August 29, 2011 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
HOUSTON, TX
Past
September 21, 2009 - March 17, 2011
EDWARD JONES
RIA
CRD#: 250
KINGWOOD, TX
Past
September 7, 2009 - March 17, 2011
EDWARD JONES
BD
CRD#: 250
KINGWOOD, TX
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
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.RR
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
RR
Alabama(4/30/2018)
RR
Alaska(4/23/2020)
RR
Arizona(6/4/2015)
RR
Arkansas(6/4/2015)
RR
California(2/12/2021)
RR
Colorado(6/4/2015)
RR
Connecticut(8/8/2020)
RR
Florida(6/4/2015)
RR
Georgia(9/19/2017)
RR
Idaho(7/23/2020)
RR
Illinois(6/29/2021)
RR
Indiana(7/23/2020)
RR
Kentucky(6/4/2021)
RR
Louisiana(8/24/2011)
RR
Maine(2/11/2025)
RR
Maryland(3/18/2021)
RR
Massachusetts(4/23/2020)
RR
Michigan(7/23/2020)
RR
Mississippi(7/20/2017)
RR
Missouri(4/6/2018)
RR
Nevada(11/17/2022)
RR
New Jersey(10/29/2021)
RR
New Mexico(10/29/2021)
RR
North Carolina(3/22/2017)
RR
Ohio(8/15/2021)
RR
Oklahoma(4/15/2015)
RR
Oregon(3/4/2022)
RR
Pennsylvania(4/30/2018)
RR
South Carolina(10/9/2020)
RR
Tennessee(4/23/2020)
RR
Texas(8/24/2011)
IAR
Texas(3/31/2025)
RR
Virgin Islands(11/16/2020)
RR
Virginia(3/19/2019)
RR
Washington(9/19/2017)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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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
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.
Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Houston, TXTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
