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RC

Robenson Compere

INNOVATION PARTNERS
CHARLOTTE, NC
·CRD# 6013205·14 years experience

Professional Summary

Robenson Compere is a registered financial advisor currently at INNOVATION PARTNERS LLC located in Charlotte, North Carolina. Robenson is registered as a RR (Registered Representative) and started their career in finance in 2012. Robenson has worked at 5 firms and has passed the Series 63, SIE and Series 6 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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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.

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Years of Experience

14 years in the financial services industry

Current & Past Employments

INNOVATION PARTNERS LLC·CRD# 146344
RIA
BD
5950 Fairview Road Suite 140, Charlotte, NC 28210
October 3, 2025 - Present
LPL ENTERPRISE, LLC·CRD# 8733
RIA
Melville, NY
November 14, 2024 - October 3, 2025
LPL ENTERPRISE, LLC·CRD# 8733
BD
Melville, NY
November 14, 2024 - October 3, 2025
PRUCO SECURITIES, LLC.·CRD# 5685
RIA
Melville, NY
October 21, 2021 - November 14, 2024
PRUCO SECURITIES, LLC.·CRD# 5685
BD
Melville, NY
May 27, 2020 - November 14, 2024
PARK AVENUE SECURITIES LLC·CRD# 46173
BD
New York, NY
January 3, 2018 - June 2, 2020
AVANTAX INVESTMENT SERVICES, INC.·CRD# 13686
BD
West Islip, NY
May 29, 2015 - January 2, 2018
PRUCO SECURITIES, LLC.·CRD# 5685
BD
Howard Beach, NY
February 6, 2012 - June 5, 2015

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Current Firm

IP
INNOVATION PARTNERS LLC

DEEMER WEALTH MANAGEMENT | INNOVATION PARTNERS LLC. | INNOVATION PARTNERS LLC

CRD#: 146344 / SEC#: 801-78702, 8-67812
RIA
Registered Investment Advisory firm - SEC (10/24/2013 Approved)
Arizona
Registered Investment Advisory firm - SEC (12/10/2013 Terminated)
California
Registered Investment Advisory firm - SEC (1/9/2014 Terminated)
Colorado
Registered Investment Advisory firm - SEC (12/17/2013 Terminated)
Connecticut
Registered Investment Advisory firm - SEC (12/18/2013 Terminated)
Florida
Registered Investment Advisory firm - SEC (12/10/2013 Terminated)
Georgia
Registered Investment Advisory firm - SEC (12/10/2013 Terminated)
Indiana
Registered Investment Advisory firm - SEC (12/11/2013 Terminated)
Nevada
Registered Investment Advisory firm - SEC (1/10/2014 Terminated)
New York
Registered Investment Advisory firm - SEC (12/10/2013 Terminated)
North Carolina
Registered Investment Advisory firm - SEC (12/10/2013 Terminated)
Ohio
Registered Investment Advisory firm - SEC (12/10/2013 Terminated)
Pennsylvania
Registered Investment Advisory firm - SEC (12/11/2013 Terminated)
Rhode Island
Registered Investment Advisory firm - SEC (12/10/2013 Terminated)
Texas
Registered Investment Advisory firm - SEC (12/10/2013 Terminated)
BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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).

Contact Information

Main Address

5950 Fairview Road Suite 140, Charlotte, NC 28210

Mailing Address

5950 Fairview Road Suite 140, Charlotte, NC 28210

Phone Number

(704) 708-5461

Established

North Carolina since 11/19/2007

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Medium

# of Employees

305

SEC notice filing (40 States and Territories)

Registered to provide investment advisory services in 40 US states and territories.

FINRA licenses (52 States and Territories)

Registered to provide investment advisory services in 40 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

INNOVATION PARTNERS LLC ADV PART 2A (3/24/2026)

Direct owners and executive officers

NamePositionCRD#
E STRICKER HOLDINGS LLCSTOCKHOLDER—
ANAGENISIS INVESTMENT HOLDINGS LLCSTOCK HOLDER—
CAMPBELL, ROBERTFINOP1349154
MCNABB, MATTHEW JOHNCO-CCO2119641
POLYVIOU, JOHN ANTHONYCO-CCO, PRESIDENT AND RIA PRINCIPAL2030212
UYESUGI, LAUREN ARNETTCOMPLIANCE PRINCIPAL2889864

Regulatory Assets Under Management

Total Number of Accounts

36

AUM (Assets Under Management)

$21,681,537

Disclosures

Regulatory Event

1

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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.

BONFILIO & COMPERE FINANCIAL POSITION: PRESIDENT NATURE: Finance and Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2015 ADDRESS: 504 KEITH LN, WEST ISLIP NY 11795, United States DESCRIPTION: NO RESPONSIBILTIES AND NOR DUTIES. BECAUSE OF NO BUSINESS ACTIVITIES, OTCF POSITION: President NATURE: Non-Profit and Charitable Organization INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 11/28/2020 ADDRESS: 191-04 Jamaica Avenue, Hollis NY 11423, United States DESCRIPTION: Oversee the other board members to uphold their duties - no check writing capabilities.

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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".
IP
INNOVATION PARTNERS LLC

DEEMER WEALTH MANAGEMENT | INNOVATION PARTNERS LLC. | INNOVATION PARTNERS LLC

CRD#: 146344 / SEC#: 801-78702, 8-67812
RIA
Registered Investment Advisory firm - SEC (10/24/2013 Approved)
Arizona
Registered Investment Advisory firm - SEC (12/10/2013 Terminated)
California
Registered Investment Advisory firm - SEC (1/9/2014 Terminated)
Colorado
Registered Investment Advisory firm - SEC (12/17/2013 Terminated)
Connecticut
Registered Investment Advisory firm - SEC (12/18/2013 Terminated)
Florida
Registered Investment Advisory firm - SEC (12/10/2013 Terminated)
Georgia
Registered Investment Advisory firm - SEC (12/10/2013 Terminated)
Indiana
Registered Investment Advisory firm - SEC (12/11/2013 Terminated)
Nevada
Registered Investment Advisory firm - SEC (1/10/2014 Terminated)
New York
Registered Investment Advisory firm - SEC (12/10/2013 Terminated)
North Carolina
Registered Investment Advisory firm - SEC (12/10/2013 Terminated)
Ohio
Registered Investment Advisory firm - SEC (12/10/2013 Terminated)
Pennsylvania
Registered Investment Advisory firm - SEC (12/11/2013 Terminated)
Rhode Island
Registered Investment Advisory firm - SEC (12/10/2013 Terminated)
Texas
Registered Investment Advisory firm - SEC (12/10/2013 Terminated)
BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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.
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
California
(10/3/2025)
RR
Connecticut
(10/3/2025)
RR
Florida
(10/3/2025)
RR
Georgia
(10/3/2025)
RR
Massachusetts
(10/3/2025)
RR
New Jersey
(10/3/2025)
RR
New York
(10/3/2025)
RR
North Carolina
(10/6/2025)
RR
Pennsylvania
(10/3/2025)
RR
South Carolina
(10/3/2025)
RR
Texas
(10/3/2025)

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

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

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 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Feb 2012About the Series 6 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Robenson Compere's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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