Robin Cook
Investment adviser representative at Strategic Advisers LLC
19 yearsExperience
3 statesRegistered 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
19 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJun 2022 to now
- Uber Technologies, Inc.Dec 2021 to May 2022
- StarbucksSep 2021 to Nov 2021
- First Premier BankcardMay 2021 to Jun 2021
- UnemployedFeb 2021 to Apr 2021
- Vanessa MooneyNov 2019 to Mar 2020
- CrossroadsJul 2018 to Dec 2018
- Nbc UniversalJul 2018 to Nov 2018
- Self-employedSep 2017 to Jan 2021
- Young & ViciousApr 2016 to Jul 2018
- Robin Taylor MusicApr 2007 to Jun 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 3 states (MA, NH, 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
- 7580466
- Firm CRD
- 104555