AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
Robin Sebastian Silen

Robin Sebastian Silen

STRATEGIC ADVISERS
ARGYLE, TX
·CRD# 5382128·15 years experience

Professional Summary

Robin Sebastian Silen, who also goes by Robin Robin Silen, Sebastian Robin Silen, Sebastian Silen, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Argyle, Texas and FIDELITY BROKERAGE SERVICES LLC located in Smithfield, Rhode Island. Robin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Robin has worked at 6 firms and has passed the Series 66, Series 63, SIE,...

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Biography

Passionate. Confident. Efficient. Those are the words I would use to describe my approach to the client relationship. As an executive planning consultant, I base my process on communication and transparency. I listen closely to what my clients have to say, so that I can accurately identify their priorities. After that, we work together to construct a plan that reflects their goals.

Other Aliases

Robin Robin Silen, Sebastian Robin Silen, Sebastian Silen

Blog Corner

Similar Advisors

HELENA, MT · CRD#
View profile
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Contact Information

Direct

(xxx) xxx-xxxx

Email

xxxxx@xxxx.xxx

Website

xxxxxxxxxx.xxx

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Years of Experience

15 years in the financial services industry

Current & Past Employments

STRATEGIC ADVISERS LLC·CRD# 104555
RIA
Argyle, TX
March 31, 2025 - Present
FIDELITY BROKERAGE SERVICES LLC·CRD# 7784
BD
900 Salem Street, Smithfield, RI 02917
March 4, 2019 - Present
FIDELITY PERSONAL AND WORKPLACE ADVISORS·CRD# 288590
RIA
Westlake, TX
March 6, 2019 - March 31, 2025
EAGLE STRATEGIES LLC·CRD# 110826
RIA
Frisco, TX
September 23, 2016 - February 20, 2019
NYLIFE SECURITIES LLC·CRD# 5167
BD
Frisco, TX
April 2, 2015 - February 20, 2019
MWA FINANCIAL SERVICES INC.·CRD# 112630
BD
Addison, TX
July 29, 2011 - March 26, 2015

Education

University of North Texas

·

General Business, Finance, Bachelor of Business Administration

General Business, Finance, Bachelor of Business Administration

2010

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Current Firm

SA
STRATEGIC ADVISERS LLC

CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM

CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - SEC (8/11/1977 Approved)

Contact Information

Main Address

155 Seaport Blvd, Boston, MA 02210-2698

Phone Number

(617) 563-7000

# of Employees

17,112

SEC notice filing (52 States and Territories)

Registered to provide investment advisory services in 52 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

STRATEGIC ADVISERS LLC (3/30/2026)

Regulatory Assets Under Management

Total Number of Accounts

2,973,512

AUM (Assets Under Management)

$1,370,125,325,211

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
09/24/2025Cover PageReport

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

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.

OBA-14727|OrgNmn:Biostar Nutrition, LLC|Org Addr:Argyle,Texas,US|OBA Nature:Currently dormant status. We |Invst Rel:N|Title:Owner|Duties:None, holding LLC dormant but use to manufacture/sell pre-workout product|StrtDt:08-12-14|TotHrs/mon:1|TrdHrs/mon:0|

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

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".
SA
STRATEGIC ADVISERS LLC

CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM

CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - SEC (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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Alabama
(3/4/2019)
RR
Alaska
(1/7/2026)
RR
Arizona
(3/4/2019)
RR
Arkansas
(3/4/2019)
RR
California
(3/4/2019)
RR
Colorado
(3/4/2019)
RR
Connecticut
(9/19/2019)
RR
Delaware
(3/25/2023)
RR
District of Columbia
(11/5/2019)
RR
Florida
(3/4/2019)
RR
Georgia
(3/4/2019)
RR
Hawaii
(11/16/2020)
RR
Idaho
(11/16/2020)
RR
Illinois
(3/4/2019)
RR
Indiana
(3/4/2019)
RR
Iowa
(3/4/2019)
RR
Kansas
(3/4/2019)
RR
Kentucky
(3/4/2019)
RR
Louisiana
(3/4/2019)
RR
Maine
(11/5/2019)
RR
Maryland
(3/4/2019)
RR
Massachusetts
(3/4/2019)
RR
Michigan
(3/4/2019)
RR
Minnesota
(4/23/2020)
RR
Mississippi
(3/4/2019)
RR
Missouri
(3/4/2019)
RR
Montana
(11/16/2020)
RR
Nebraska
(3/4/2019)
RR
Nevada
(3/4/2019)
RR
New Hampshire
(3/4/2019)
RR
New Jersey
(11/5/2019)
RR
New Mexico
(3/4/2019)
RR
New York
(3/4/2019)
RR
North Carolina
(3/4/2019)
RR
North Dakota
(1/7/2026)
RR
Ohio
(3/4/2019)
RR
Oklahoma
(4/9/2021)
RR
Oregon
(3/4/2019)
RR
Pennsylvania
(3/4/2019)
RR
Puerto Rico
(1/7/2026)
RR
Rhode Island
(11/5/2019)
RR
South Carolina
(3/4/2019)
RR
South Dakota
(11/16/2020)
RR
Tennessee
(11/5/2019)
RR
Texas
(3/4/2019)
IAR
Texas
(3/31/2025)
RR
Utah
(3/25/2023)
RR
Vermont
(1/7/2026)
RR
Virgin Islands
(1/7/2026)
RR
Virginia
(3/4/2019)
RR
Washington
(3/4/2019)
RR
West Virginia
(11/5/2019)
RR
Wisconsin
(3/4/2019)
RR
Wyoming
(3/2/2024)

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.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Sep 2016About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Feb 2012About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Aug 2016About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Jul 2011About the Series 6 exam

Series 26 — Investment Company Products/Variable Contracts Principal Examination

Passed Jul 2012About the Series 26 exam
FINRA
SRO Registrations
New York Stock Exchange
SRO Registrations

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view Robin Sebastian Silen's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#
Robin Sebastian Silen
Follow Robin
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required