Robin Chorone Roquitte
Investment adviser representative at Ecio, Inc.
16 yearsExperience
4 statesRegistered in
CFADesignation
$395.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Seminars and workshops
Experience
16 years in the industry.
- Ecio, Inc.Apr 2019 to now
- Madison Investment Advisors, LLCJan 2011 to Oct 2019
- Madison Asset Management, LLCSep 2010 to Oct 2019
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 4 states (FL, IL, TX, WI).
Ecio, Inc.
$395.6MAssets managed
116Clients
5Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1685453
- Firm CRD
- 301432