Beirne.
46yrs
Top 1% by experience in Connecticut
33yrs
Robert Pik
Financial advisor at Strategic Advisers
Based in Darien, Connecticut, Robert Pik is a fiduciary financial advisor with 33 years of industry experience. Robert joined Strategic Advisers in 2025, after seven years at Fidelity Personal and Workplace Advisors and four years at Merrill Lynch, Pierce, Fenner & Smith. Robert holds the CFP® designation.
One of 136 advisors with offices in Darien, and one of 129 fiduciaries.
At a glance
Experience33 years (since 1994)
How that compares ?Top 2% by experience at Strategic Advisers
OfficeDarien, CT
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?2 states
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2018 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2016 – 2018Strategic Advisers LLCPreviously
- 2011 – 2016
Questions to ask Robert
Tailored to Robert’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Robert
How do I contact Robert?
Call Strategic Advisers at 617-563-7000 and ask for Robert Pik. Robert works from the Darien, CT office.
How long has Robert been a financial advisor?
Robert has been in the industry since 1994, about 33 years. Top 2% by experience at Strategic Advisers.
What licenses does Robert hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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