Robert Haug
Advisor at Fidelity
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Fidelity
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Fidelity
Location
Hilton Head Island, SC 29926-2409
Credentials
Series 63, Series 66
Industry experience
18 years
Robert Haug serves as a Branch Leader at Fidelity, a position he has held since 2025. Prior to this role, he gained experience as a Team Leader for Investment Solutions at Fidelity from 2021 to 2025 and briefly served as an Interim FC Leader in 2022. Before joining Fidelity, Robert worked as a Wealth Management Banker at US Bank from 2018 to 2021.
His professional focus centers on understanding clients' unique financial needs through active listening and empathy. Robert emphasizes building strong relationships and creating an environment conducive to discussing financial goals. He prioritizes transparency and education to ensure clients are well-informed about their options and views financial planning as an ongoing process that requires regular reviews to adapt to changes.
Robert aims to be a reliable partner to his clients, guiding them to pursue their long-term financial goals with confidence.
Fidelity Investments
2025 - Present (1 year)
FIdelity Investments
2021 - Present (5 years)
U.S. Bancorp investments, Inc.
2018 - 2021 (3 years)
U.S. Bank
2018 - 2021 (3 years)
Fifth Third Securities
2017 - 2018 (1 year)
FIFTH THIRD BANK
2017 - 2018 (1 year)
PNC BANK
2015 - 2017 (2 years)
PNC investments
2015 - 2017 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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