Robert E. Shattuck
STRATEGIC ADVISERS LLC | Wealth Management Senior Relationship Manager
CARROLLTON, TX
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CRD#: 5745080
Professional summary
Robert Edmund Shattuck, who also goes by Robert Edmund Shattuck, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Carrollton, Texas and FIDELITY BROKERAGE SERVICES LLC located in Dallas, Texas.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Robert has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 9 and Series 10 exams.
Biography
As a Relationship Manager, I work to help with the complex needs of our most affluent families. In addition, I focus on growth, protection, and the transferring of wealth. As the primary point of contact, I provide dedicated, high-level service. The formation of strong relationships with our clients and their families is crucial, and is done through reliability, competency, and always striving to understand the set goals in order to develop deeper levels of openness and trust.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Robert Edmund Shattuck
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.
OAA#: 62135 | Org Name:Scout & Cellar | Org Addr:Farmers Branch, TX, US | Nature of Bus:Direct wine sales | Invst Rel:N | Title:Consultant | Duties:Wine tastings, selling wine | Start Dt:09/13/2019 | Total Hrs p/m:4 | Sec Trdng Hrs p/m:0
CRS (Client Relationship Summary) - RIA
Click below to view Robert Edmund Shattuck'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®
NoneEducation
Oklahoma State University
University Studies - Marketing, Philosophy, History
2002
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 4001 Northwest Pkwy, Dallas, TX 75225-3301RIA
CRD#: 104555
CARROLLTON, TX
Current
February 25, 2015 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 4001 Northwest Parkway, Dallas, TX 75225BD
CRD#: 7784
Dallas, TX
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
DALLAS, TX
Past
July 27, 2016 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
DALLAS, TX
Past
July 28, 2010 - September 20, 2013
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
WESTLAKE, TX
Past
February 26, 2010 - September 19, 2013
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
WESTLAKE, 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(7/18/2016)
RR
Alaska(11/11/2022)
RR
Arizona(2/12/2021)
RR
Arkansas(7/18/2016)
RR
California(7/18/2016)
RR
Colorado(7/18/2016)
RR
Connecticut(1/12/2021)
RR
Delaware(11/11/2022)
RR
District of Columbia(1/12/2021)
RR
Florida(7/18/2016)
RR
Georgia(7/18/2016)
RR
Hawaii(1/4/2019)
RR
Idaho(11/11/2022)
RR
Illinois(7/18/2016)
RR
Indiana(2/12/2021)
RR
Iowa(9/9/2022)
RR
Kansas(7/18/2016)
RR
Kentucky(11/11/2022)
RR
Louisiana(7/18/2016)
RR
Maine(11/11/2022)
RR
Maryland(1/5/2018)
RR
Massachusetts(7/18/2016)
RR
Michigan(7/18/2016)
RR
Minnesota(1/4/2019)
RR
Mississippi(7/18/2016)
RR
Missouri(7/18/2016)
RR
Montana(1/4/2019)
RR
Nebraska(1/4/2019)
RR
Nevada(7/18/2016)
RR
New Hampshire(3/9/2020)
RR
New Jersey(7/18/2016)
RR
New Mexico(7/18/2016)
RR
New York(7/18/2016)
RR
North Carolina(7/19/2016)
RR
North Dakota(11/11/2022)
RR
Ohio(7/19/2016)
RR
Oklahoma(2/25/2015)
RR
Oregon(11/11/2022)
RR
Pennsylvania(7/18/2016)
RR
Puerto Rico(11/11/2022)
RR
Rhode Island(11/11/2022)
RR
South Carolina(7/18/2016)
RR
South Dakota(11/11/2022)
RR
Tennessee(7/18/2016)
RR
Texas(2/25/2015)
IAR
Texas(3/31/2025)
RR
Utah(1/5/2018)
RR
Vermont(11/11/2022)
RR
Virginia(7/18/2016)
RR
Washington(7/18/2016)
RR
West Virginia(11/11/2022)
RR
Wisconsin(7/18/2016)
RR
Wyoming(11/11/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory 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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Wealth Management Senior Relationship ManagerCRD#: 104555Carrollton, TXTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
