Alex M. Robinette

TANDEM INVESTMENT ADVISORS

Charleston, SC 29401-2229

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CRD#: 6706465

Professional summary

Alex Michael Robinette, CFP®, CIMA® is a registered financial advisor currently at TANDEM INVESTMENT ADVISORS INC located in Charleston, South Carolina.

Alex is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Alex has worked at 3 firms and has passed the Series 66, SIE and Series 7 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.

(1)Name of Business: Alex Robinette - Rental Home Address: 2202 N Lois Ave, Tampa, FL, 33607, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 10/08/2020 Hours per month devoted to this business: 2 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Renting out home. (2)Name of Business: Palm Paradise Realty Group Address: 615 Channelside Drive, Suite 207, Tampa FL 33602 United States Activity Type: Real Estate Brokerage/ Agent or Development Position/Title: Agent Investment Related: Yes Start Date: 08/2025 Hours per month devoted to this business: 6 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Real estate agent

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alex Michael Robinette'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®

CFP^®

Certified Financial Planner

CIMA^®

Certified Investment Management Analyst

Experience

Current

July 19, 2023 - Present

TANDEM INVESTMENT ADVISORS INC

Office #1: 145 King Street Suite 400, Charleston, SC 29401-2229

RIA

CRD#: 109392

Charleston, SC

Past

June 27, 2017 - April 17, 2023

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

ST. PETERSBURG, FL

Past

June 23, 2017 - April 17, 2023

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

ST. PETERSBURG, FL

Past

November 22, 2016 - February 8, 2017

EDWARD JONES

RIA

CRD#: 250

Wesley Chapel, FL

Past

November 1, 2016 - February 8, 2017

EDWARD JONES

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".

TANDEM INVESTMENT ADVISORS INC

CRD#: 109392 / SEC#: 801-57846

RIA

Registered Investment Advisory firm - (9/15/2000 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

South Carolina
(7/19/2023)

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: 11/18/2016

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/1/2016

General Securities Representative Examination

Current Firm

TANDEM INVESTMENT ADVISORS INC

CRD#: 109392 / SEC#: 801-57846

RIA

Registered Investment Advisory firm - (9/15/2000 Approved)

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Contact information

Main Address

145 King Street Suite 400, Charleston, SC 29401-2229

Mailing Address

Phone number

(843) 720-3413

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TANDEM INVESTMENT ADVISORS ADV PART 2 - NOVEMBER 2025 (11/28/2025)

Regulatory assets under management

Total Number of Accounts	10,162
AUM (Assets Under Management)	$ 3,359,046,630

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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Firm Stability Insights

Alex M. Robinette

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alex Michael Robinette's CRS (Customer Relationship Summary).

Certified licenses

Experience

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

TANDEM INVESTMENT ADVISORS INC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/18/2016

SIE

Date: 10/1/2018

Series 7

Date: 11/1/2016

Current Firm

TANDEM INVESTMENT ADVISORS INC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TANDEM INVESTMENT ADVISORS INC

TRUST BUT VERIFY

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