Kenneth S. Robbins

STRATEGIC ADVISERS LLC | Financial Consultant

ELGIN, IL

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CRD#: 3170243

Professional summary

Kenneth Scott 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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kenneth Scott 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

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.

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

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.

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.

CRD#: 628

WAUCONDA, IL

Past

May 1, 2002 - January 3, 2005

HARRISDIRECT LLC

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

CRD#: 14869

LINCOLN, NE

Past

April 26, 2001 - May 1, 2002

HARRIS INVESTORLINE INC.

CRD#: 6362

SEATTLE, WA

Past

May 2, 2000 - April 16, 2001

CITICORP INVESTMENT SERVICES

CRD#: 23988

LONG ISLAND CITY, NY

Past

March 16, 1999 - July 11, 2000

BANC ONE SECURITIES CORPORATION

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".

STRATEGIC ADVISERS LLC

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.

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

Alabama
(7/19/2024)

Arizona
(4/3/2018)

Arkansas
(9/19/2019)

California
(3/19/2019)

Connecticut
(3/3/2025)

Florida
(1/17/2017)

Georgia
(3/18/2019)

Illinois
(1/17/2017)

IAR

Illinois
(3/31/2025)

Indiana
(1/17/2017)

Iowa
(12/6/2017)

Kentucky
(3/17/2025)

Massachusetts
(6/7/2019)

Michigan
(2/2/2018)

Minnesota
(3/24/2025)

Mississippi
(9/11/2024)

Missouri
(2/12/2021)

Nebraska
(9/19/2019)

North Carolina
(7/12/2018)

North Dakota
(3/26/2024)

Ohio
(5/7/2025)

Oklahoma
(8/8/2020)

South Carolina
(7/11/2018)

South Dakota
(12/21/2018)

Tennessee
(4/3/2018)

Texas
(1/17/2017)

IAR

Texas
(3/31/2025)

Washington
(6/18/2025)

Wisconsin
(1/17/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/31/2001

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/22/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/21/2000

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/15/1999

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

SRO Registrations

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

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)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)

FIDELITY STRATEGIC DISCIPLINES (11/10/2025)

FIDELITY WEALTH SERVICES (9/10/2025)

STRATEGIC ADVISERS LLC (9/10/2025)

FIDELITY MANAGED FIDFOLIOS (3/31/2025)

FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)

FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

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	Cover Page	Report

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Kenneth S. Robbins

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kenneth Scott Robbins's CRS (Customer Relationship Summary).

Certified licenses

Education

George Mason University

Experience

FIDELITY BROKERAGE SERVICES LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

STRATEGIC ADVISERS LLC

BMO HARRIS FINANCIAL ADVISORS, INC.

BMO HARRIS FINANCIAL ADVISORS, INC.

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

ASSOCIATED INVESTMENT SERVICES, INC.

ASSOCIATED INVESTMENT SERVICES, INC.

FIFTH THIRD SECURITIES, INC.

FIFTH THIRD SECURITIES, INC.

HARRISDIRECT LLC

HARRISDIRECT LLC

AMERITAS INVESTMENT COMPANY, LLC

HARRIS INVESTORLINE INC.

CITICORP INVESTMENT SERVICES

BANC ONE SECURITIES CORPORATION

Primary Firm SEC Registration

STRATEGIC ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/31/2001

Series 63

Date: 3/22/1999

SIE

Date: 10/1/2018

Series 7

Date: 7/21/2000

Series 6

Date: 3/15/1999

FINRA

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

STRATEGIC ADVISERS LLC

TRUST BUT VERIFY

Contact information

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