Sarah E Robinson
Investment adviser representative at Supreme Alliance LLC
25 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$35.3MFirm 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 assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
25 years in the industry.
- Supreme Alliance LLCMay 2025 to now
- Avantax Advisory ServicesJul 2004 to Mar 2025
- Avantax Investment Services, Inc.Oct 2001 to Mar 2025
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
State registrations
Registered as an investment adviser representative in 1 state (MA).
Supreme Alliance LLC
$35.3MAssets managed
109Clients
14Advisers
9 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
- 4443947
- Firm CRD
- 45348