Robin Jan Patinkin
Investment adviser representative at The Mather Group, LLC
18 yearsExperience
1 stateRegistered in
CFP® certification, CFADesignations
$13.4BFirm assets
Are you Robin Jan Patinkin? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
18 years in the industry.
- The Mather Group, LLCMay 2026 to now
- Focus Partners WealthJan 2025 to May 2026
- The Colony Group, LLCMay 2024 to Jan 2025
- Interocean Capital Group, LLCOct 2020 to May 2026
- Interocean Capital, LLCFeb 2017 to Oct 2020
- Cedar Hill Associates, LLCApr 2008 to Jan 2017
Designations
- CFP® certification
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 1 state (IL).
The Mather Group, LLC
$13.4BAssets managed
4,773Clients
109Advisers
15 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
- 4747060
- Firm CRD
- 156005