Robin Meyer
Investment adviser representative at Ima Advisory Services, Inc.
17 yearsExperience
1 stateRegistered in
CFADesignation
$3.9BFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
17 years in the industry.
- Ima Advisory Services, Inc.Feb 2025 to now
- Syntrinsic LLCAug 2019 to now
- UnemployedAug 2018 to Aug 2019
- Jackson National Life Insurance Co.Feb 2009 to Aug 2018
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CO).
Ima Advisory Services, Inc.
$3.9BAssets managed
579Clients
44Advisers
12 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
- 8035689
- Firm CRD
- 112091