Coleman Robbins
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
1 stateRegistered in
$1.4TFirm assets
49 yearsFirm in business
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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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsNov 2023 to now
- UnemployedJul 2022 to Oct 2023
- Fidelity InvestmentsOct 2021 to Jun 2022
- UnemployedSep 2021 to Sep 2021
- Fidelity InvestmentsJun 2021 to Aug 2021
- Zion's BankOct 2020 to May 2021
- UnemployedApr 2020 to Sep 2020
- Extended TravelMay 2018 to Mar 2020
- US BankJan 2018 to Apr 2018
- UnemployedOct 2017 to Dec 2017
- Chamber WestJan 2017 to May 2017
- The StoreOct 2015 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 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
- 7461749
- Firm CRD
- 104555