Robert Evans Lorelli

CRD 1902698 · Fidelity Brokerage Services LLC · Durham, NC

IA RegisteredBroker

Also appears in the source record as: Robert Lorelli; Bob Lorelli

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (10): SIESeries 7Series 9Series 10Series 4Series 53Series 24Series 63Series 66Series 65
Registered states (5): Massachusetts · North Carolina · Texas · Utah · Washington
Years in the industry (source record): 31
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Fidelity Brokerage Services LLC
Firm CRD: 7784
SEC number: Not yet retrieved from the source record
Assets under management: Not yet retrieved from the source record
Website: Not yet retrieved from the source record
Phone: Not yet retrieved from the source record
Firm location: Not yet retrieved from the source record

Employment history (17)

From the source registration record · current first

Strategic Advisers LLCCurrent
Durham, NC · IA capacity

Mar 31, 2025 → present
Fidelity Brokerage Services LLCCurrent
Durham, NC · BC capacity

Sep 20, 2022 → present
Fidelity Personal And Workplace Advisors
Durham, NC · IA capacity

Feb 23, 2023 → Mar 31, 2025
Cetera Investment Advisers LLC
Jackson, MS · IA capacity

May 21, 2018 → Jan 6, 2020
Cetera Investment Services LLC
St. Cloud, MN · BC capacity

May 21, 2018 → Jan 6, 2020
Advice And Planning Services
Lewisville, TX · IA capacity

Mar 29, 2005 → May 1, 2017
Tiaa-Cref Individual & Institutional Services, LLC
Lewisville, TX · BC capacity

Jul 9, 2003 → May 1, 2017
Tiaa-Cref Trust Company, Fsb
211 N. Broadway, Suite 1000, MO · IA capacity

Jun 30, 2004 → Mar 29, 2005
Cuna Brokerage Services, Inc.
Greensboro, NC · IA capacity

Dec 31, 2001 → Sep 12, 2002
Cuna Brokerage Services, Inc.
Waverly, IA · BC capacity

Oct 6, 2000 → Sep 12, 2002
First Union Brokerage Services, Inc.
Charlotte, NC · BC capacity

May 29, 1996 → Jul 21, 2000
Chemical Investment Services Corp.
BC capacity

Sep 19, 1994 → May 28, 1996
Chemical Securities, Inc.
New York, NY · BC capacity

Sep 14, 1992 → Sep 19, 1994
Metropolitan Life Insurance Company
New York, NY · BC capacity

Apr 7, 1990 → Apr 17, 1991
Metlife Securities Inc.
Springfield, MA · BC capacity

Apr 7, 1990 → Apr 17, 1991
Vanderbilt Securities, Inc.
BC capacity

Feb 16, 1990 → Apr 11, 1990
J. T. Moran & Co., Inc.
BC capacity

Jan 24, 1989 → Feb 15, 1990

Source & corrections

Where this page comes from

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