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Adviser and broker representative · Strategic Advisers LLC

Robert M. Appleton

CRD 7974944 · Holly Springs, NC

At a glance

Robert M. Appleton is an investment adviser representative with Strategic Advisers LLC in Holly Springs, NC, according to the SEC’s Investment Adviser Public Disclosure records. Robert is also registered as a broker representative.

Current advisory firm

SEC adviser record

Registered since
2026
Designations
None on file
Exams
Series 63, Series 66
Registered in
2 states
Also a broker representative
Yes
Disclosures on record
None

AtlasMembers

Robert’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
Locked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.