Crystal L. Robbins
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.
Crystal Lee Robbins, who also goes by Crystal L Demas, Crystal Lee Demas, Crystal Demas, Crystal L Derosa, Crystal Derosa, Crystal Demas Robbins, was a registered financial professional .
Crystal is a previously registered financial professional and started their career in finance in 1980. Crystal had worked at 9 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
June 12, 2002 - July 12, 2017
STRATEGIC ADVISERS LLC
April 11, 2000 - July 12, 2017
FIDELITY BROKERAGE SERVICES LLC
December 7, 1998 - March 23, 2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
May 1, 1996 - November 9, 1998
SUMMIT FINANCIAL SERVICES GROUP, INC.
February 21, 1996 - May 1, 1996
UJB DISCOUNT BROKERAGE CO.
April 29, 1992 - September 14, 1994
ALEX. BROWN & SONS INCORPORATED
June 2, 1987 - May 18, 1989
SANWA SECURITIES (USA) CO., L.P.
June 2, 1987 - April 30, 1990
SANWA UNIVERSAL SECURITIES CO., LLC
August 12, 1981 - May 2, 1987
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
December 31, 1980 - September 8, 1981
GREENSHIELDS & CO., INC.
Primary Firm SEC Registration
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
Contact information
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
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.
