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RR

Robert B. Robinson

Some features on this profile are disabled
CRD#: 6386867
RR

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Robert B Robinson was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 2014. Robert had worked at 3 firms and has passed the Series 66, SIE, Series 7 and Series 30 exams.

Question & Answer

Are you a "fiduciary"?
No

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

January 12, 2023 - December 31, 2025

CHECCHI CAPITAL ADVISERS, LLC

RIA
CRD#: 143478
BEVERLY HILLS, CA
Past

October 26, 2017 - January 20, 2023

SVB WEALTH

RIA
CRD#: 172832
Beverly Hills, CA
Past

January 23, 2015 - October 13, 2017

OPPENHEIMER & CO. INC.

RIA
CRD#: 249
LOS ANGELES, CA
Past

November 12, 2014 - October 13, 2017

OPPENHEIMER & CO. INC.

BD
CRD#: 249
LOS ANGELES, CA

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".
CC
CHECCHI CAPITAL ADVISERS, LLC
CHECCHI CAPITAL ADVISERS, LLC

CRD#: 143478 / SEC#: 801-67727

RIA
Registered Investment Advisory firm - (4/17/2007 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/23/2015
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/13/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/12/2014
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 30
Date: 1/28/2009
NFA Branch Manager Examination

Current Firm

CC
CHECCHI CAPITAL ADVISERS, LLC
CHECCHI CAPITAL ADVISERS, LLC

CRD#: 143478 / SEC#: 801-67727

RIA
Registered Investment Advisory firm - (4/17/2007 Approved)
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Contact information

Main Address
9720 Wilshire Blvd Suite 400, Beverly Hills, CA 90212
Mailing Address
Phone number
(310) 432-0010
Established
Firm type
Fiscal year end
# of Employees
26

SEC notice filing (4 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV 2A & 2B (11/10/2025)

Regulatory assets under management

Total Number of Accounts1,198
AUM (Assets Under Management)$ 2,312,300,030

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

CHECCHI CAPITAL ADVISERS, LLC

CRD#: 143478

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