RBC Capital Markets
43yrs
Top advisor by experience in Kirkland
17yrs
Robb Meyer is a fiduciary financial advisor in Kirkland, Washington, with 17 years in the industry. After six years at Fidelity Personal and Workplace Advisors, Robb 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 297 advisors with offices in Kirkland, and one of 293 fiduciaries.
At a glance
Experience17 years (since 2009)
How that compares ?Top 21% by experience at Strategic Advisers
OfficeKirkland, WA
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
- 2018 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2013 – 2018Strategic Advisers LLCPreviously
Contact Robb
(617) 563-7000Firm headquarters in Boston, MA. Ask for Robb. Kirkland, WAOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Robb
Tailored to Robb’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 Robb
How do I contact Robb?
Call Strategic Advisers at (617) 563-7000 and ask for Robb Meyer. Robb works from the Kirkland, WA office.
How long has Robb been a financial advisor?
Robb has been in the industry since 2009, about 17 years. Top 21% by experience at Strategic Advisers.
What licenses does Robb hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Robb a fiduciary?
Robb is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robb paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Robb 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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