Robin A. Mitler

STRATHMORE CAPITAL ADVISORS

Chapel Hill, NC

Some features on this profile are disabled

CRD#: 5111354

Professional summary

Robin Anne Mitler, who also goes by Robin Anne Hughes, is a registered financial advisor currently at STRATHMORE CAPITAL ADVISORS located in Chapel Hill, North Carolina.

Robin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Robin has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Robin Anne Hughes

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 Robin Anne Mitler'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

June 18, 2025 - Present

STRATHMORE CAPITAL ADVISORS

RIA

CRD#: 135008

Chapel Hill, NC

Past

April 23, 2015 - June 12, 2025

NEW POTOMAC PARTNERS LLC

RIA

CRD#: 170061

Chapel Hill, NC

Past

March 13, 2012 - February 13, 2015

JOHNSTON LEMON ASSET MANAGEMENT INC

RIA

CRD#: 109126

WASHINGTON, DC

Past

November 10, 2010 - February 13, 2015

JOHNSTON, LEMON & CO. INCORPORATED

CRD#: 473

WASHINGTON, DC

Past

April 26, 2007 - December 31, 2011

JOHNSTON LEMON ASSET MANAGEMENT INC

RIA

CRD#: 109126

WASHINGTON, DC

Past

January 15, 2007 - October 27, 2010

JOHNSTON, LEMON & CO. INCORPORATED

CRD#: 473

WASHINGTON, DC

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".

STRATHMORE CAPITAL ADVISORS

STRATHMORE CAPITAL ADVISORS | STRATHMORE CAPITAL ADVISORS, INC. | STRATHMORE CAPITAL ADVISORS, INC

CRD#: 135008 / SEC#: 801-106984

RIA

Registered Investment Advisory firm - (1/4/2016 Approved)

District of Columbia

Registered Investment Advisory firm - (1/29/2016 Terminated)

North Carolina

Registered Investment Advisory firm - (1/29/2016 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

Maryland
(6/18/2025)

IAR

North Carolina
(6/18/2025)

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: 3/17/2007

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 2/13/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/12/2007

General Securities Representative Examination

Current Firm

STRATHMORE CAPITAL ADVISORS

STRATHMORE CAPITAL ADVISORS | STRATHMORE CAPITAL ADVISORS, INC. | STRATHMORE CAPITAL ADVISORS, INC

CRD#: 135008 / SEC#: 801-106984

RIA

Registered Investment Advisory firm - (1/4/2016 Approved)

District of Columbia

Registered Investment Advisory firm - (1/29/2016 Terminated)

North Carolina

Registered Investment Advisory firm - (1/29/2016 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

2201 South Blvd. Suite 310, Charlotte, NC 28203

Mailing Address

Phone number

(704) 364-4241

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

STRATHMORE CAPITAL ADVISORS ADV PART 2A (5/13/2025)

Regulatory assets under management

Total Number of Accounts	935
AUM (Assets Under Management)	$ 455,911,264

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

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Robin A. Mitler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robin Anne Mitler's CRS (Customer Relationship Summary).

Certified licenses

Experience

NEW POTOMAC PARTNERS LLC

JOHNSTON LEMON ASSET MANAGEMENT INC

JOHNSTON, LEMON & CO. INCORPORATED

JOHNSTON LEMON ASSET MANAGEMENT INC

JOHNSTON, LEMON & CO. INCORPORATED

Primary Firm SEC Registration

STRATHMORE CAPITAL ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 3/17/2007

SIE

Date: 2/13/2015

Series 7

Date: 1/12/2007

Current Firm

STRATHMORE CAPITAL ADVISORS

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STRATHMORE CAPITAL ADVISORS

TRUST BUT VERIFY

Similar Advisors