Union Capital
46yrs
Top advisor by experience at Union Capital
20yrs
Robert Ewing
Financial advisor at Strategic Advisers
Robert Ewing is a fiduciary financial advisor in Tucson, Arizona, with 20 years in the industry. Robert joined Strategic Advisers in 2025, after seven years at Fidelity Personal and Workplace Advisors and two years at J.P. Morgan Securities. Robert holds the CFP® designation.
One of 824 advisors with offices in Tucson, and one of 770 fiduciaries.
At a glance
Experience20 years (since 2007)
How that compares ?Top 15% by experience at Strategic Advisers
Office3001 E. Skyline Drive Suite 255, Tucson, AZ 85718
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 ?1 state
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.
Series 66Uniform Combined State Law Examination
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2018 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2015 – 2018Strategic Advisers LLCPreviously
- Mar 2014 – Oct 2015J.P. Morgan Securities LLCPreviously
- Jun 2009 – Jul 2010
- Jun 2009 – Jun 2009Morgan StanleyPreviously
- 2007 – 2009Morgan Stanley & Co. LLCPreviously
- Jan 2007 – Apr 2007Morgan Stanley DW Inc.Previously
Questions to ask Robert
Tailored to Robert’s registration and firm.
- 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 Ewing. Robert works from the Tucson, AZ office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2007, about 20 years. Top 15% by experience at Strategic Advisers.
What licenses does Robert hold?
Series 66. 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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