Robert C Herdina

CRD 867011 · Fidelity Brokerage Services LLC · Smithfield, RI

IA RegisteredBroker

Also appears in the source record as: Robert Calvin Herdina Jr; Robert Calvin Herdina

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (7): Series 66Series 63Series 53Series 24SIESeries 7Series 1
Registered states (53): Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin · Wyoming
Years in the industry (source record): 40
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 (16)

From the source registration record · current first

Strategic Advisers LLCCurrent
Dawsonville, GA · IA capacity

Mar 31, 2025 → present
Fidelity Brokerage Services LLCCurrent
Dawsonville, GA · BD capacity

Sep 30, 2022 → present
Fidelity Brokerage Services LLCCurrent
Smithfield, RI · BC capacity

start not retrieved → present
Fidelity Personal And Workplace Advisors
IA capacity

Oct 25, 2022 → Mar 31, 2025
Entoro Investments, LLC
IA capacity

Apr 15, 2020 → Sep 20, 2022
Entoro Securities, LLC
BD capacity

Apr 10, 2020 → Sep 20, 2022
Park Avenue Securities LLC
IA capacity

Jul 14, 2017 → May 1, 2018
Park Avenue Securities LLC
BD capacity

Mar 29, 2017 → May 1, 2018
Krieger Financial Services, Inc.
BD capacity

Dec 13, 1999 → Jan 2, 2001
Joseph Charles & Assoc., Inc.
BD capacity

Oct 14, 1992 → Nov 5, 1999
Corporate Securities Group, Inc.
BD capacity

Jan 7, 1992 → Oct 13, 1992
Paragon Capital Corporation
BD capacity

Jul 2, 1991 → Jan 6, 1992
Lehman Brothers Inc.
BD capacity

Apr 10, 1991 → Jul 24, 1991
Stoneworth Securities, Inc.
BD capacity

Feb 22, 1991 → Apr 16, 1991
Global America Incorporated
BD capacity

May 5, 1989 → Feb 14, 1991
D. H. Blair & Co., Inc.
BD capacity

Feb 10, 1986 → May 8, 1989

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for CRD 867011 ↗ FINRA BrokerCheck record for CRD 867011 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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