Robert Torres has worked in the financial industry for 4 years and is a fiduciary financial advisor based in Fountain Valley, California. After a year at MML Investors Services and less than a year at Pruco Securities, Robert joined Strategic Advisers in 2026, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets and flat fees.
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.
At a firm this size, will I work with you directly or with a service team?
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If you use outside managers, how are they chosen and what do they cost on top of your fee?
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About Robert
How do I contact Robert?
Call Strategic Advisers at (617) 563-7000 and ask for Robert Torres. Robert works from the Fountain Valley, CA office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2023, about 4 years. 4 years in the industry.
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.