Elisa M. Robbin

EKANTA WEALTH ADVISORS LLC

Coconut Grove, FL 33133

Some features on this profile are disabled

CRD#: 4433048

Professional summary

Elisa M Robbin, who also goes by Elisa Maria Robbin, is a registered financial advisor currently at EKANTA WEALTH ADVISORS LLC located in Coconut Grove, Florida.

Elisa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Elisa has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Elisa Maria Robbin

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 Elisa M Robbin'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

Experience

Current

September 12, 2024 - Present

EKANTA WEALTH ADVISORS LLC

Office #1: 2665 South Bayshore Drive Suite 430, Coconut Grove, FL 33133

RIA

CRD#: 282031

Coconut Grove, FL

Past

May 10, 2019 - July 10, 2023

BOFA SECURITIES, INC.

CRD#: 283942

CHARLOTTE, NC

Past

September 25, 2014 - May 10, 2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

CHARLOTTE, NC

Past

September 15, 2010 - June 20, 2014

BARCLAYS CAPITAL INC.

CRD#: 19714

MIAMI, FL

Past

February 29, 2008 - April 5, 2010

STANCHART SECURITIES INTERNATIONAL, INC.

CRD#: 145126

MIAMI, FL

Past

November 15, 2001 - September 30, 2005

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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".

EKANTA WEALTH ADVISORS LLC

CLAIRMONT ADVISORS, LLC | EKANTA WEALTH ADVISORS LLC | CLAIRMONT WEALTH ADVISORS LLC | CLAIRMONT INVESTMENT ADVISORS LLC

CRD#: 282031 / SEC#: 801-115217

RIA

Registered Investment Advisory firm - (5/3/2019 Approved)

Michigan

Registered Investment Advisory firm - (5/7/2019 Terminated)

Wyoming

Registered Investment Advisory firm - (5/7/2019 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

Highlighted states indicate IAR registrations

IAR

Florida
(9/12/2024)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/12/2024

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/27/2010

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: 11/14/2001

General Securities Representative Examination

Current Firm

EKANTA WEALTH ADVISORS LLC

CLAIRMONT ADVISORS, LLC | EKANTA WEALTH ADVISORS LLC | CLAIRMONT WEALTH ADVISORS LLC | CLAIRMONT INVESTMENT ADVISORS LLC

CRD#: 282031 / SEC#: 801-115217

RIA

Registered Investment Advisory firm - (5/3/2019 Approved)

Michigan

Registered Investment Advisory firm - (5/7/2019 Terminated)

Wyoming

Registered Investment Advisory firm - (5/7/2019 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

2665 South Bayshore Drive Suite 430, Coconut Grove, FL 33133

Mailing Address

Phone number

(305) 882-9240

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CLAIRMONT ADVISORS, LLC - ADV DISCLOSURE BROCHURE (2/14/2025)

Regulatory assets under management

Total Number of Accounts	46
AUM (Assets Under Management)	$ 283,432,807

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.

Similar Advisors

Noah Alweiss

MORGAN STANLEY

IAR

Miami, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Elisa M. Robbin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elisa M Robbin's CRS (Customer Relationship Summary).

Certified licenses

Experience

BOFA SECURITIES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BARCLAYS CAPITAL INC.

STANCHART SECURITIES INTERNATIONAL, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

EKANTA WEALTH ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/12/2024

Series 63

Date: 9/27/2010

SIE

Date: 10/1/2018

Series 7

Date: 11/14/2001

Current Firm

EKANTA WEALTH ADVISORS LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

EKANTA WEALTH ADVISORS LLC

TRUST BUT VERIFY

Similar Advisors