ChooseAFinancialAdvisor.com
Advisors / Indiana / Swayzee
34yrs

Robert A. Marsh

Financial advisor at Strategic Advisers

Swayzee, INTop 1% by experience at Strategic AdvisersFiduciary advisor
Call the officeDirections

At a glance

Experience34 years (since 1993)
How that compares ?Top 1% by experience at Strategic Advisers
OfficeSwayzee, IN
How the firm is paid ?Percent of assets, Flat fee, Other
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.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination

Career

  1. Mar 2025 – now
    Strategic Advisers LLCCurrent firm
  2. 2018 – 2025
    Fidelity Personal and Workplace AdvisorsPreviously
  3. 2012 – 2018
    Strategic Advisers LLCPreviously
  4. Jun 2010 – Sep 2010
    Merrill Lynch, Pierce, Fenner & Smith IncorporatedPreviously
  5. Jul 2009 – May 2010
    Open Mind InvestingPreviously
  6. Apr 2005 – Jun 2005
    Stifel Independent Advisors, LLCPreviously
  7. 2000 – 2005
    Natcity Investments, Inc.Previously

Questions to ask Robert

Tailored to Robert’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. 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 A. Marsh. Robert works from the Swayzee, IN office.

How long has Robert been a financial advisor?

Robert has been in the industry since 1993, about 34 years. Top 1% 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 2, 2026.

This profile is for information only and is not financial advice or a recommendation.