Andrew J. Robbins

MORETON ASSET MANAGEMENT

Farmington, UT 84025

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CRD#: 4488010

Professional summary

Andrew James Robbins is a registered financial advisor currently at MORETON ASSET MANAGEMENT, LLC located in Farmington, Utah and MEEDER PUBLIC FUNDS, INC. located in Dublin, Ohio.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Andrew has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Andrew James Robbins's 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

May 15, 2019 - Present

MORETON ASSET MANAGEMENT, LLC

Office #1: 40 N 100 E, Farmington, UT 84025

RIA

CRD#: 133417

Farmington, UT

Current

February 27, 2026 - Present

MEEDER PUBLIC FUNDS, INC.

Office #1: 6125 Memorial Drive, Dublin, OH 43017

RIA

CRD#: 106816

Dublin, OH

Past

October 21, 2013 - December 31, 2019

CRD#: 17776

SALT LAKE CITY, UT

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".

MEEDER PUBLIC FUNDS, INC.

CRD#: 106816 / SEC#: 801-37125

RIA

Registered Investment Advisory firm - (8/6/1990 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.

Highlighted states indicate IAR registrations

IAR

Arizona
(12/13/2019)

IAR

Colorado
(5/15/2019)

IAR

Idaho
(5/15/2019)

IAR

Montana
(5/16/2019)

IAR

Nevada
(5/30/2019)

IAR

Utah
(5/16/2019)

IAR

Washington
(5/15/2019)

IAR

Wyoming
(5/15/2019)

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 66

Date: 11/8/2007

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 2/7/2002

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: 1/26/2002

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 9/4/2014

General Securities Principal Examination

Current Firm

MEEDER PUBLIC FUNDS, INC.

CRD#: 106816 / SEC#: 801-37125

RIA

Registered Investment Advisory firm - (8/6/1990 Approved)

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Contact information

Main Address

6125 Memorial Drive, Dublin, OH 43017

Mailing Address

P.o. Box 7177, Dublin, OH 43017

Phone number

(866) 633-3371

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (34 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

MEEDER PUBLIC FUNDS, INC. - 2025 BROCHURE (2/20/2026)

Regulatory assets under management

Total Number of Accounts	803
AUM (Assets Under Management)	$ 64,127,328,398

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
12/17/2025	Cover Page	Report
08/26/2024	Cover Page	Report
10/27/2023	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.

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Advisor Monitoring

Firm Stability Insights

Andrew J. Robbins

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew James Robbins's CRS (Customer Relationship Summary).

Certified licenses

Experience

MEEDER PUBLIC FUNDS, INC.

MORETON CAPITAL MARKETS, LLC

MORETON ASSET MANAGEMENT, LLC

ZIONS CAPITAL ADVISORS, INC.

ZIONS BANK LIQUID ASSET MANAGEMENT

ZIONS CAPITAL ADVISORS, INC.

ZIONS DIRECT, INC.

Primary Firm SEC Registration

MEEDER PUBLIC FUNDS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 11/8/2007

Series 63

Date: 2/7/2002

SIE

Date: 10/1/2018

Series 7

Date: 1/26/2002

Series 24

Date: 9/4/2014

Current Firm

MEEDER PUBLIC FUNDS, INC.

Contact information

SEC notice filing (34 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

MEEDER PUBLIC FUNDS, INC.

TRUST BUT VERIFY

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