Robert B. Robinson

TRU INDEPENDENCE ASSET MANAGEMENT 2

MANHATTAN BEACH, CA

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CRD#: 6386867

Professional summary

Robert B Robinson is a registered financial advisor currently at TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC located in Manhattan Beach, California.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Robert has worked at 4 firms and has passed the Series 66, SIE, Series 7 and Series 30 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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

April 2, 2026 - Present

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.

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".

TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC

CRD#: 309098 / SEC#: 801-118810

RIA

Registered Investment Advisory firm - (5/27/2020 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.

Highlighted states indicate IAR registrations

IAR

California
(4/2/2026)

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

State Security Law Exam

IAR

Series 66

Date: 1/23/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/13/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/12/2014

General Securities Representative Examination

Principal/Supervisory Exam

Series 30

Date: 1/28/2009

NFA Branch Manager Examination

Current Firm

TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC

CRD#: 309098 / SEC#: 801-118810

RIA

Registered Investment Advisory firm - (5/27/2020 Approved)

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Contact information

Main Address

15350 Sw Sequoia Parkway, Suite 250, Portland, OR 97224

Mailing Address

Phone number

(971) 371-3444

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

RELY WEALTH PARTNERS DISCLOSURE BROCHURE (2/11/2025)

TIAM2 DISCLOSURE BROCHURE (2/11/2025)

MERIT WEALTH MANAGEMENT DISCLOSURE BROCHURE (2/11/2025)

Regulatory assets under management

Total Number of Accounts	264
AUM (Assets Under Management)	$ 217,056,008

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.

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Advisor Monitoring

Firm Stability Insights

Robert B. Robinson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert B Robinson's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHECCHI CAPITAL ADVISERS, LLC

SVB WEALTH

OPPENHEIMER & CO. INC.

OPPENHEIMER & CO. INC.

Primary Firm SEC Registration

TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/23/2015

SIE

Date: 10/13/2017

Series 7

Date: 11/12/2014

Series 30

Date: 1/28/2009

Current Firm

TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC

TRUST BUT VERIFY

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