Robin C. Yacovetta
Professional summary
Robin Cochrane Yacovetta, CFP®, who also goes by Robin Lee Cochrane, is a registered financial advisor currently at MANNING & NAPIER ADVISORS, LLC located in Mableton, Georgia and MANNING & NAPIER INVESTOR SERVICES, INC. located in Fairport, New York.
Robin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Robin has worked at 7 firms and has passed the Series 63, Series 7TO, Series 6TO, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Robin Cochrane Yacovetta's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2015
Experience
September 21, 2021 - Present
MANNING & NAPIER ADVISORS, LLC
October 4, 2021 - Present
MANNING & NAPIER INVESTOR SERVICES, INC.
Office #1: 290 Woodcliff Drive, Fairport, NY 14450January 6, 2021 - August 30, 2021
CREATIVE PLANNING
January 23, 2019 - October 8, 2020
TRUEWEALTH MANAGEMENT
January 22, 2007 - February 6, 2008
MCCOLL PARTNERS, LLC
March 2, 2005 - September 7, 2005
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
May 6, 2002 - November 30, 2006
TEACHERS PERSONAL INVESTORS SERVICES, INC.
April 20, 1998 - June 28, 2000
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
Primary Firm SEC Registration
MANNING & NAPIER ADVISORS, LLC
CRD#: 105992 / SEC#: 801-10733
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(11/10/2021)
(3/23/2022)
(10/15/2021)
(10/15/2021)
(1/11/2023)
(2/8/2022)
(3/1/2022)
(10/4/2021)
(5/4/2023)
(5/4/2022)
(10/15/2021)
(3/23/2022)
(1/9/2025)
(3/23/2022)
(3/10/2023)
(3/4/2024)
(1/9/2025)
(9/21/2021)
(3/23/2022)
(10/28/2021)
(3/23/2022)
(1/29/2025)
(6/9/2022)
(10/28/2021)
(11/10/2021)
(3/23/2022)
(3/28/2024)
(3/15/2022)
(4/28/2022)
Exams
Series 7TO
Date: 6/26/2023
General Securities Representative ExaminationSeries 6TO
Date: 10/4/2021
Investment Company Products/Variable Contracts Representative ExaminationFINRA
Current Firm
MANNING & NAPIER ADVISORS, LLC
CRD#: 105992 / SEC#: 801-10733
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,279 |
| AUM (Assets Under Management) | $ 18,406,580,736 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/23/2024 | ||
| 12/21/2023 | ||
| 11/21/2022 |
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.
