Osaic Wealth
43yrs
Top advisor by experience in Collierville
31yrs
Robert Horowitz
Financial advisor at Strategic Advisers
Robert Horowitz has worked in the financial industry for 31 years and is a fiduciary financial advisor based in Collierville, Tennessee. After four years at Fidelity Personal and Workplace Advisors and two years at Cuso Financial Services, Robert joined Strategic Advisers in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets and flat fees.
One of 53 advisors with offices in Collierville, and one of 44 fiduciaries.
At a glance
Experience31 years (since 1995)
How that compares ?Top 2% by experience at Strategic Advisers
OfficeCollierville, TN
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2021 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- Feb 2019 – Sep 2020Cuso Financial Services, L.P.Previously
- Feb 2019 – Oct 2020Sorrento Pacific Financial, LLCPreviously
- 2013 – 2019J.P. Morgan Securities LLCPreviously
- May 2012 – Feb 2013Citigroup Global Markets Inc.Previously
- 2010 – 2012LPL Financial LLCPreviously
- Jan 2009 – Jul 2009BB&t Investment Services, Inc.Previously
Earlier career (6 more)
- Jul 2008 – Dec 2008BB&t Investment Services, Inc.Previously
- May 2007 – Jan 2008Citigroup Global Markets Inc.Previously
- Feb 2007 – May 2007Citicorp Investment ServicesPreviously
- Apr 2005 – Feb 2007United Brokerage Services, Inc.Previously
- 2002 – 2005Summit Financial Resources Inc.Previously
- 2002 – 2005Summit Equities, Inc.Previously
Contact Robert
(617) 563-7000Firm headquarters in Boston, MA. Ask for Robert. Collierville, TNOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
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
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About Robert
How do I contact Robert?
Call Strategic Advisers at (617) 563-7000 and ask for Robert Horowitz. Robert works from the Collierville, TN office.
How long has Robert been a financial advisor?
Robert has been in the industry since 1995, about 31 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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