Amanda K. Robinson
STRATEGIC ADVISERS LLC | Vice President, Wealth Planner
GLEN ROCK, NJ
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CRD#: 2081984
Professional summary
Amanda Kay Robinson, CFP®, who also goes by Amanda Kay Robinson, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Glen Rock, New Jersey and FIDELITY BROKERAGE SERVICES LLC located in Morristown, New Jersey.
Amanda is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1990. Amanda has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Biography
I partner with you to organize your financial life. As your dedicated advisor, my objective is to have a long-term relationship with you and your family. I help discover your specific needs, concerns, and goals, and we collaborate to determine priorities. Our planning addresses wealth accumulation, retirement, risk management and legacy considerations. As I educate clients, I aim to simplify choices and improve your likelihood to take action.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Amanda Kay Robinson
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.
OBA-117939|OrgNmn:Sissy's Family Farm, LLC |Org Addr:Lafayette,Louisiana,US|OBA Nature:Land leased and rent collected|Invst Rel:Y|Title:Partner|Duties:25% owner of this closely held family business. I will assist with bill pay, handling lease renewals, coordinating with CPA for tax preparatio|StrtDt:04-01-25|TotHrs/mon:3|TrdHrs/mon:0|OBA-14846|OrgNmn:Sox Farms, Inc.|Org Addr:Lafayette,Louisiana,US|OBA Nature:Farm land rented for farming a|Invst Rel:Y|Title:Officer|Duties:Managing finances including bill pay, coordination with CPA for tax prep, renewing land leases. Updating my role from Secretary Treasurer to |StrtDt:03-16-20|TotHrs/mon:5|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Amanda Kay Robinson'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®
Education
University of Louisiana
Bachelor of Business Administration - Accounting
1987
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 35 Morris Street, Morristown, NJ 07960RIA
CRD#: 104555
GLEN ROCK, NJ
Current
March 18, 2020 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 35 Morris Street, Morristown, NJ 07960BD
CRD#: 7784
Morristown, NJ
Past
March 20, 2020 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
MORRISTOWN, NJ
Past
February 9, 2010 - March 6, 2020
MERCER ALLIED COMPANY, L.P.
BD
CRD#: 37404
PARSIPPANY, NJ
Past
August 2, 2001 - December 31, 2008
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
NEW YORK, NY
Past
January 8, 1998 - February 4, 2000
UST FINANCIAL SERVICES CORP.
BD
CRD#: 36881
NEW YORK, NY
Past
December 9, 1994 - November 17, 1997
MERCER ALLIED COMPANY, L.P.
BD
CRD#: 37404
COHOES, NY
Past
October 8, 1990 - December 9, 1994
MERCER ALLIED CORPORATION
BD
CRD#: 7829
ALBANY, NY
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(8/25/2021)
RR
Colorado(11/24/2020)
RR
Connecticut(1/11/2021)
RR
Delaware(4/19/2021)
RR
District of Columbia(12/9/2023)
RR
Florida(3/18/2020)
RR
Georgia(9/6/2021)
RR
Illinois(3/7/2022)
RR
Louisiana(10/13/2023)
RR
Maryland(7/6/2022)
RR
Massachusetts(7/26/2021)
RR
Michigan(11/16/2020)
RR
Nevada(5/3/2022)
RR
New Hampshire(7/28/2020)
RR
New Jersey(3/18/2020)
IAR
New Jersey(3/31/2025)
RR
New York(3/18/2020)
RR
North Carolina(6/2/2020)
RR
Ohio(3/9/2021)
RR
Oregon(10/24/2023)
RR
Pennsylvania(3/18/2020)
RR
South Carolina(6/9/2022)
RR
Tennessee(10/5/2022)
RR
Texas(7/31/2020)
IAR
Texas(3/31/2025)
RR
Virginia(6/30/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Vice President, Wealth PlannerCRD#: 104555Glen Rock, NJTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
