Whitney Y. Robinson
STRATEGIC ADVISERS LLC | Financial Consultant
WEST BLOOMFIELD, MI
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CRD#: 5516081
Professional summary
Whitney Young Robinson, who also goes by Whitney Young Robinson Mr, Whitney Robinson, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in West Bloomfield, Michigan and FIDELITY BROKERAGE SERVICES LLC located in Novi, Michigan.
Whitney is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Whitney has worked at 8 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.
Biography
As your Financial Consultant, I will partner with you to understand your short and long term goals and to help you build a financial plan that is customized to meet your unique needs. Forming strong relationships with my clients and their families is of the utmost importance to me and I work hard to maintain a deep level of trust, reliability and competency.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Whitney Young Robinson Mr | Whitney Robinson
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-6185|OrgNmn:Notre Dame Prep|Org Addr:Pontiac,Michigan,US|OBA Nature:High School Education|Invst Rel:N|Title:Varsity Basketball Coach|Duties:Coach the boy's basketball team|StrtDt:10-22-15|TotHrs/mon:20|TrdHrs/mon:0|OBA-114569|OrgNmn:Regal Encounters|Org Addr:West Bloom,Michigan,US|OBA Nature:Selling of clothing on the eBa|Invst Rel:N|Title:Sole Proprietor|Duties:Taking pictures of clothing, and listing items on the website for sale. Dropping sold items off for shipping.|StrtDt:11-12-24|TotHrs/mon:5|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Whitney Young Robinson'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
Central Michigan University
Bachelor of Science (BS) - English
2003
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 44244 West 12 Mile Road Suite 100, Novi, MI 48377-2616RIA
CRD#: 104555
WEST BLOOMFIELD, MI
Current
December 18, 2015 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 44244 West 12 Mile Road Suite 100, Novi, MI 48377BD
CRD#: 7784
Novi, MI
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
NOVI, MI
Past
January 7, 2016 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
NOVI, MI
Past
February 3, 2015 - April 14, 2015
MORGAN STANLEY
RIA
CRD#: 149777
TROY, MI
Past
September 4, 2013 - April 14, 2015
MORGAN STANLEY
BD
CRD#: 149777
TROY, MI
Past
March 22, 2011 - September 26, 2013
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
FARMINGTON HILLS, MI
Past
August 6, 2009 - October 5, 2009
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
TROY, MI
Past
September 22, 2008 - November 7, 2008
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
TROY, MI
Past
July 1, 2008 - August 11, 2008
EDWARD JONES
RIA
CRD#: 250
ST. LOUIS, MO
Past
May 30, 2008 - August 11, 2008
EDWARD JONES
BD
CRD#: 250
ST. LOUIS, MO
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(12/28/2015)
RR
Arkansas(10/7/2021)
RR
California(1/6/2020)
RR
Delaware(6/30/2020)
RR
Florida(12/22/2015)
RR
Georgia(3/11/2022)
RR
Illinois(1/29/2020)
RR
Indiana(8/16/2021)
RR
Kansas(3/27/2023)
RR
Massachusetts(1/6/2020)
RR
Michigan(12/22/2015)
IAR
Michigan(3/31/2025)
RR
Minnesota(1/7/2020)
RR
Nevada(3/23/2022)
RR
New Jersey(1/7/2020)
RR
New York(9/20/2020)
RR
North Carolina(1/6/2020)
RR
Ohio(12/18/2015)
RR
Oregon(5/9/2025)
RR
Pennsylvania(7/22/2024)
RR
Rhode Island(1/8/2020)
RR
Tennessee(1/9/2020)
RR
Texas(12/18/2015)
IAR
Texas(3/31/2025)
RR
Utah(8/25/2023)
RR
Virginia(8/18/2021)
RR
Washington(1/3/2020)
Exams
State Security Law Exam
State Security Law 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
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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#: 104555West Bloomfield, MITRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
