LPL Financial
45yrs
Top advisor by experience in Hilton Head Island
22yrs
Robert Haug
Financial advisor at Strategic Advisers
Based in Hilton Head Island, South Carolina, Robert Haug is a fiduciary financial advisor with 22 years of industry experience. Robert has been with Strategic Advisers since 2025; before that, Robert spent three years at Fidelity Personal and Workplace Advisors and three years at U.S. Bancorp Investments. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 94 advisors with offices in Hilton Head Island, and one of 90 fiduciaries.
At a glance
Experience22 years (since 2005)
How that compares ?Top 11% by experience at Strategic Advisers
Office430 William Hilton Parkway Suite 305, Hilton Head Island, SC 29926
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.
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
- 2018 – 2021U.S. Bancorp Investments, Inc.Previously
- Jul 2017 – Nov 2018Fifth Third Securities, Inc.Previously
- 2014 – 2017PNC Wealth Management LLCPreviously
- Dec 2011 – Jul 2012Citigroup Global Markets Inc.Previously
- Sep 2010 – Oct 2011Fifth Third Securities, Inc.Previously
Contact Robert
(617) 563-7000Firm headquarters in Boston, MA. Ask for Robert. 430 William Hilton Parkway Suite 305Hilton Head Island, SC 29926Office · Get directions
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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 Haug. Robert works from the Hilton Head Island, SC office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2005, about 22 years. Top 11% by experience at Strategic Advisers.
What licenses does Robert hold?
Series 63, 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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