Robin J. Shulman
Professional summary
Robin Jayne Shulman, who also goes by Robin Jayne Cohen, Robin Shulman, is a registered financial advisor currently at COTTONWOOD ASSET MANAGEMENT LLC located in Boca Raton, Florida.
Robin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Robin has worked at 11 firms and has passed the Series 65, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Robin Jayne Shulman's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 21, 2026 - Present
COTTONWOOD ASSET MANAGEMENT LLC
July 13, 2016 - June 13, 2017
BNY MELLON SECURITIES CORPORATION
October 13, 2015 - February 19, 2016
CUTWATER ASSET MANAGEMENT
January 7, 2013 - May 6, 2015
KINETICS FUNDS DISTRIBUTOR LLC
June 14, 2011 - May 6, 2015
KBD SECURITIES, LLC
June 11, 2004 - September 30, 2004
QUASAR DISTRIBUTORS, LLC
May 30, 2003 - May 7, 2004
DEAM INVESTOR SERVICES, INC.
April 12, 2001 - May 30, 2003
DEUTSCHE BANK SECURITIES INC.
August 16, 1999 - March 7, 2001
FORUM FINANCIAL SERVICES, LLC
June 18, 1998 - July 23, 1999
SEI INVESTMENTS DISTRIBUTION CO.
October 31, 1996 - May 19, 1998
PRUCO SECURITIES, LLC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/21/2026)
Exams
Current Firm
COTTONWOOD ASSET MANAGEMENT LLC
CRD#: 153036 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 70 |
| AUM (Assets Under Management) | $ 16,046,755 |
Red Flags
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