Cortez D. Robinson-starks
STRATEGIC ADVISERS LLC | Financial Consultant
SOUTHFIELD, MI
Some features on this profile are disabled
CRD#: 5487615
Professional summary
Cortez Desean Robinson-starks, who also goes by Cortez Desean Robinson-starks, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Southfield, Michigan and FIDELITY BROKERAGE SERVICES LLC located in Troy, Michigan.
Cortez is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Cortez has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Biography
I partner with individuals, families, and business owners to build a comprehensive wealth plan designed to help provide financial peace of mind. As your trusted advisor, I strive to ensure that the plan is personal, feels comfortable, creates confidence, and is understood. My commitment to you is that I will assist you with your selection of a wealth management strategy that benefits you and your family now and in years to come.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Cortez Desean Robinson-Starks
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.
CRS (Client Relationship Summary) - RIA
Click below to view Cortez Desean Robinson-starks'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®
NoneEducation
Michigan State University
Bachelor of Arts (BA) - IDS-Law & Society, Economics
2007
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
SOUTHFIELD, MI
Current
August 1, 2014 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 778 West Big Beaver Road, Troy, MI 48084BD
CRD#: 7784
Troy, MI
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
TROY, MI
Past
November 21, 2014 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
BIRMINGHAM, MI
Past
October 1, 2012 - July 21, 2014
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
DETROIT, MI
Past
February 14, 2012 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
BD
CRD#: 25574
DETROIT, MI
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 - (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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(9/29/2023)
RR
California(1/4/2025)
RR
Colorado(8/4/2020)
RR
Florida(9/26/2019)
RR
Illinois(8/4/2020)
RR
Indiana(7/19/2024)
RR
Kentucky(3/6/2024)
RR
Michigan(8/1/2014)
IAR
Michigan(3/31/2025)
RR
New Jersey(1/3/2020)
RR
North Carolina(9/26/2019)
RR
Ohio(8/5/2020)
RR
Pennsylvania(8/8/2020)
RR
South Carolina(8/4/2020)
RR
Texas(8/1/2014)
IAR
Texas(3/31/2025)
RR
Virginia(2/12/2021)
RR
Washington(5/6/2022)
RR
Wyoming(4/13/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
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 - (8/11/1977 Approved)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
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
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.
Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Southfield, MITRUST BUT VERIFY
Monitor Cortez Robinson-starks
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
