RR
Robin C. Roquitte
ECIO
MADISON, WI 53703
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CRD#: 1685453
RR
Professional summary
Robin Chorone Roquitte, who also goes by Rob Roquitte, is a registered financial advisor currently at ECIO, INC. located in Madison, Wisconsin.
Robin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Robin has worked at 9 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Rob Roquitte
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. Skylake Properties, LLC. Investment Real Estate. 6907 University Ave. #280, Middleton, WI 53562. Managing member of investment real estate. Two hours per month (none during trading hours). Started in 2015. Receives investment income.
2. Skylake Holdings, LLC. Investment Real Estate. 6907 University Ave. #280, Middleton WI 53562. Managing member of investment real estate. Two hours per month (none during trading hours). Started in 2015. Receives investment income.
3. Skylake BC, LLC. Investment Real Estate. 6907 University Ave. #280, Middleton, WI 53562. Managing Member of investment real estate. Two hours per month (none during trading hours). Started in 2017. Receives investment income.
CRS (Client Relationship Summary) - RIA
Click below to view Robin Chorone Roquitte's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
April 24, 2019 - Present
ECIO, INC.
Office #1: 821 E Washington Avenue Suite 200, Madison, WI 53703RIA
CRD#: 301432
MADISON, WI
Past
July 1, 2013 - September 30, 2016
NORTHROAD CAPITAL MANAGEMENT LLC
RIA
CRD#: 120865
Madison, WI
Past
January 27, 2011 - November 13, 2019
MADISON INVESTMENT ADVISORS, LLC
RIA
CRD#: 110297
MADISON, WI
Past
November 18, 2010 - November 13, 2019
MADISON ASSET MANAGEMENT
RIA
CRD#: 130874
MADISON, WI
Past
August 3, 1998 - November 10, 1999
METROPOLITAN LIFE INSURANCE COMPANY
BD
CRD#: 4095
NEW YORK, NY
Past
August 3, 1998 - November 10, 1999
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
SPRINGFIELD, MA
Past
August 31, 1993 - December 3, 1997
CANADA LIFE OF AMERICA FINANCIAL SERVICES, INC.
BD
CRD#: 24220
GREENWOOD VILLAGE, CO
Past
June 23, 1988 - July 26, 1993
THE GREAT-WEST LIFE ASSURANCE COMPANY
BD
CRD#: 5927
ENGLEWOOD, CO
Past
June 26, 1987 - January 12, 1988
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
EI
ECIO, INC.
ECIO, INC. | ECIO, LLC
CRD#: 301432 / SEC#: 801-129326
RIA
Registered Investment Advisory firm - (1/16/2024 Approved)California
Registered Investment Advisory firm - (3/29/2024 Terminated)Florida
Registered Investment Advisory firm - (2/28/2024 Terminated)Missouri
Registered Investment Advisory firm - (2/28/2024 Terminated)Texas
Registered Investment Advisory firm - (2/28/2024 Terminated)Wisconsin
Registered Investment Advisory firm - (2/28/2024 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(5/14/2025)
IAR
Illinois(4/1/2025)
IAR
Texas(5/4/2022)
IAR
Wisconsin(4/24/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
EI
ECIO, INC.
ECIO, INC. | ECIO, LLC
CRD#: 301432 / SEC#: 801-129326
RIA
Registered Investment Advisory firm - (1/16/2024 Approved)California
Registered Investment Advisory firm - (3/29/2024 Terminated)Florida
Registered Investment Advisory firm - (2/28/2024 Terminated)Missouri
Registered Investment Advisory firm - (2/28/2024 Terminated)Texas
Registered Investment Advisory firm - (2/28/2024 Terminated)Wisconsin
Registered Investment Advisory firm - (2/28/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
821 E Washington Avenue Suite 200, Madison, WI 53703
Mailing Address
Phone number
(608) 291-4646
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (11 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 195 |
| AUM (Assets Under Management) | $ 231,739,432 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
ECIO, INC.
CRD#: 301432Madison, WI 53703TRUST BUT VERIFY
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