Robert C. Herdina
Professional summary
Robert C Herdina, who also goes by Robert Calvin Herdina Jr, Robert Calvin Herdina, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Dawsonville, Georgia and FIDELITY BROKERAGE SERVICES LLC located in Westlake, Texas.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1986. Robert has worked at 14 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 1, Series 53 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Robert C Herdina's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
September 30, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: One Destiny Way, Westlake, TX 76262October 25, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
April 15, 2020 - September 20, 2022
ENTORO INVESTMENTS, LLC
April 10, 2020 - September 20, 2022
ENTORO SECURITIES, LLC
July 14, 2017 - May 1, 2018
PARK AVENUE SECURITIES LLC
March 29, 2017 - May 1, 2018
PARK AVENUE SECURITIES LLC
December 13, 1999 - January 2, 2001
KRIEGER FINANCIAL SERVICES, INC.
October 14, 1992 - November 5, 1999
JOSEPH CHARLES & ASSOC., INC.
January 7, 1992 - October 13, 1992
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
July 2, 1991 - January 6, 1992
PARAGON CAPITAL MARKETS, INC.
April 10, 1991 - July 24, 1991
LEHMAN BROTHERS INC.
February 22, 1991 - April 16, 1991
ARGENT SECURITIES, INC.
May 5, 1989 - February 14, 1991
GLOBAL AMERICA INCORPORATED
February 10, 1986 - May 8, 1989
D. H. BLAIR & CO., 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
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Exams
Series 1
Date: 5/24/1979
Registered Representative ExaminationFINRA
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.
