Robin K. Kizito

ADDAX BRIDGE FINANCIAL

POTOMAC, MD 20854

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CRD#: 5351737

Professional summary

Robin K Kizito is a registered financial advisor currently at ADDAX BRIDGE FINANCIAL located in Potomac, Maryland.

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, Series 63, SIE and Series 7 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 Robin K Kizito'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 14, 2025 - Present

ADDAX BRIDGE FINANCIAL

Office #1: 11810 Grand Park Avenue Suite 500, Potomac, MD 20854

RIA

CRD#: 335247

POTOMAC, MD

Past

July 13, 2018 - January 14, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

BOSTON, MA

Past

January 24, 2008 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

COVINGTON, KY

Past

July 30, 2007 - January 14, 2025

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

ROCKVILLE, MD

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
(5/14/2025)

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: 2/9/2008

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/6/2007

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: 7/27/2007

General Securities Representative Examination

Current Firm

ADDAX BRIDGE FINANCIAL

ADDAX BRIDGE FINANCIAL | ADDAX BRIDGE WEALTH MANAGEMENT LLC | ADDAX BRIDGE WEALTH MANAGEMENT

CRD#: 335247 / SEC#:

Maryland

Registered Investment Advisory firm - (5/14/2025 Approved)

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Contact information

Main Address

11810 Grand Park Avenue Suite 500, Potomac, MD 20854

Mailing Address

Phone number

(240) 292-9478

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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

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Robin K. Kizito

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robin K Kizito's CRS (Customer Relationship Summary).

Certified licenses

Experience

ADDAX BRIDGE FINANCIAL

FIDELITY PERSONAL AND WORKPLACE ADVISORS

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/9/2008

Series 63

Date: 8/6/2007

SIE

Date: 10/1/2018

Series 7

Date: 7/27/2007

Current Firm

ADDAX BRIDGE FINANCIAL

Contact information

Documents

Red Flags

Company Information

ADDAX BRIDGE FINANCIAL

TRUST BUT VERIFY

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