Kenneth Robbins

Kenneth Robbins

STRATEGIC ADVISERS | Financial Consultant
ELGIN, IL
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CRD#: 3170243
Kenneth Robbins

Professional summary


Kenneth Robbins, who also goes by Kenneth Scott Robbins, Kenneth S Robbins, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Elgin, Illinois and FIDELITY BROKERAGE SERVICES LLC located in Schaumburg, Illinois.

Kenneth is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Kenneth has worked at 12 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Biography


I listen to my clients to learn what's important to them. Together we develop a retirement plan while implementing investment strategies that appropriately fit their individual needs. We review this going forward to make sure clients stay on track for and throughout retirement.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Kenneth Scott Robbins | Kenneth S Robbins

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.
The advisor shows no other business activity.

CRS (Client Relationship Summary) - RIA


Click below to view Kenneth Robbins's CRS (Customer Relationship Summary).
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®
None

Education


George Mason University

Bachelor of Science (BS) - Public Administration

1994

Experience


Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 1750 E Golf Road Suite 100, Schaumburg, IL 60173-5835
RIA
CRD#: 104555
ELGIN, IL
Current

January 17, 2017 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 1750 E Golf Road Suite 100, Schaumburg, IL 60173-5835
BD
CRD#: 7784
SCHAUMBURG, IL
Past

July 13, 2018 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
SCHAUMBURG, IL
Past

January 20, 2017 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
SCHAUMBURG, IL
Past

July 23, 2012 - December 27, 2016

BMO HARRIS FINANCIAL ADVISORS, INC.

RIA
CRD#: 137115
BARTLETT, IL
Past

July 23, 2012 - December 27, 2016

BMO HARRIS FINANCIAL ADVISORS, INC.

BD
CRD#: 137115
BARTLETT, IL
Past

July 26, 2011 - July 24, 2012

PNC WEALTH MANAGEMENT LLC

RIA
CRD#: 129052
LOVES PARK, IL
Past

July 26, 2011 - July 24, 2012

PNC WEALTH MANAGEMENT LLC

BD
CRD#: 129052
LOVES PARK, IL
Past

May 31, 2011 - August 1, 2011

ASSOCIATED INVESTMENT SERVICES, INC.

RIA
CRD#: 1464
THIRD LAKE, IL
Past

May 31, 2011 - August 1, 2011

ASSOCIATED INVESTMENT SERVICES, INC.

BD
CRD#: 1464
THIRD LAKE, IL
Past

February 17, 2005 - June 3, 2011

FIFTH THIRD SECURITIES, INC.

RIA
CRD#: 628
WAUCONDA, IL
Past

January 5, 2005 - June 3, 2011

FIFTH THIRD SECURITIES, INC.

BD
CRD#: 628
WAUCONDA, IL
Past

May 1, 2002 - January 3, 2005

HARRISDIRECT LLC

BD
CRD#: 42159
JERSEY CITY, NJ
Past

January 22, 2002 - January 3, 2005

HARRISDIRECT LLC

RIA
CRD#: 42159
CARY, IL
Past

May 14, 2001 - May 24, 2002

AMERITAS INVESTMENT COMPANY, LLC

BD
CRD#: 14869
LINCOLN, NE
Past

April 26, 2001 - May 1, 2002

HARRIS INVESTORLINE INC.

BD
CRD#: 6362
SEATTLE, WA
Past

May 2, 2000 - April 16, 2001

CITICORP INVESTMENT SERVICES

BD
CRD#: 23988
LONG ISLAND CITY, NY
Past

March 16, 1999 - July 11, 2000

BANC ONE SECURITIES CORPORATION

BD
CRD#: 16999
CHICAGO, IL

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
Alabama
(7/19/2024)
RR
Arizona
(4/3/2018)
RR
Arkansas
(9/19/2019)
RR
California
(3/19/2019)
RR
Colorado
(1/7/2026)
RR
Florida
(1/17/2017)
RR
Georgia
(3/18/2019)
RR
Illinois
(1/17/2017)
IAR
Illinois
(3/31/2025)
RR
Indiana
(1/17/2017)
RR
Iowa
(12/6/2017)
RR
Kentucky
(3/17/2025)
RR
Massachusetts
(6/7/2019)
RR
Michigan
(2/2/2018)
RR
Missouri
(2/12/2021)
RR
Nebraska
(9/19/2019)
RR
North Carolina
(7/12/2018)
RR
Ohio
(5/7/2025)
RR
South Carolina
(7/11/2018)
RR
South Dakota
(12/21/2018)
RR
Tennessee
(4/3/2018)
RR
Texas
(1/17/2017)
IAR
Texas
(3/31/2025)
RR
Washington
(6/18/2025)
RR
West Virginia
(1/7/2026)
RR
Wisconsin
(1/17/2017)

Exams


State Security Law Exam
IAR
Series 65
Date: 12/31/2001
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product 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)
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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)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Regulatory assets under management


Total Number of Accounts2,486,631
AUM (Assets Under Management)$ 1,067,664,605,590

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
09/24/2025

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


STRATEGIC ADVISERS LLC

Financial ConsultantCRD#: 104555Elgin, IL

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Contact information


(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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