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RR

Robert B. Robinson

COSMOS WEALTH
El Segundo, CA 90245
Some features on this profile are disabled
CRD#: 6386867
RR
Robert B RobinsonCOSMOS WEALTH

Professional summary

Robert B Robinson is a registered financial advisor currently at COSMOS WEALTH, LLC located in El Segundo, California.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Robert has worked at 5 firms and has passed the Series 66, SIE, Series 7 and Series 30 exams.

At a Glance

Always Fiduciary

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) - RIA

Click below to view Robert B Robinson's CRS (Customer Relationship Summary).
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®
None

Experience

Current

July 30, 2026 - Present

COSMOS WEALTH, LLC

Office #1: 2100 East Grand Avenue Suite 100, Suite 200, El Segundo, CA 90245
RIA
CRD#: 341781
El Segundo, CA
Past

April 2, 2026 - September 2, 2026

TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC

RIA
CRD#: 309098
MANHATTAN BEACH, CA
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

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.

Highlighted states indicate IAR registrations

IAR
California
(7/30/2026)

Exams

What does exam status mean?
State Security Law Exam
PR
IAR
Series 66
Status Unavailable
Passed: 1/23/2015
Uniform Combined State Law Examination
General Industry/Product Exam
PR
SIE
Status Unavailable
Passed: 10/13/2017
Securities Industry Essentials Examination
General Industry/Product Exam
PR
Series 7
Status Unavailable
Passed: 11/12/2014
General Securities Representative Examination
Principal/Supervisory Exam
PR
Series 30
Status Unavailable
Passed: 1/28/2009
NFA Branch Manager Examination

Current Firm

CW
COSMOS WEALTH, LLC
COSMOS WEALTH, LLC

CRD#: 341781 / SEC#: 801-136379

RIA
Registered Investment Advisory firm - (5/28/2026 120-Day Approval)
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Contact information

Main Address
7596 Eads Avenue, Suite 111, La Jolla, CA 92037
Mailing Address
Phone number
(858) 290-3300
Established
Firm type
Fiscal year end
# of Employees
2

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

COSMOS WEALTH FIRM BROCHURE (4/28/2026)
0

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

COSMOS WEALTH, LLC

CRD#: 341781El Segundo, CA 90245

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