ER
Eugene Robin
WASATCH ADVISORS LP
Salt Lake City, UT 84108
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CRD#: 7396355
ER
Professional summary
Eugene Robin is a registered financial advisor currently at WASATCH ADVISORS LP located in Salt Lake City, Utah.
Eugene is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Eugene has worked at 2 firms and has passed the Series 63 and SIE 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.
Valuation consultant for an IT company and a member of the Board of Directors for Research Solutions
CRS (Client Relationship Summary) - RIA
Click below to view Eugene Robin's 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®
NoneExperience
Current
June 23, 2025 - Present
WASATCH ADVISORS LP
Office #1: 505 Wakara Way 3rd Floor, Salt Lake City, UT 84108RIA
CRD#: 106081
Salt Lake City, UT
Past
April 19, 2023 - August 4, 2023
BIRD DOG CAPITAL
RIA
CRD#: 325611
LA CANADA FLINTRIDGE, 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".
WA
WASATCH ADVISORS LP
CROSS CREEK CAPITAL | WASATCH GLOBAL INVESTORS | WASATCH CROSS CREEK CAPITAL | WASATCH ADVISORS LP | WASATCH ADVISORS INC | CROSS CREEK CAPITAL, GP, L.P. ("RELYING ADVISER") | CROSS CREEK CAPITAL PARTNERS II GP, LLC ("RELYING ADVISER") | CROSS CREEK CAPITAL PARTNERS
CRD#: 106081 / SEC#: 801-11095
RIA
Registered Investment Advisory firm - (10/23/1975 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
Utah(6/23/2025)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
WA
WASATCH ADVISORS LP
CROSS CREEK CAPITAL | WASATCH GLOBAL INVESTORS | WASATCH CROSS CREEK CAPITAL | WASATCH ADVISORS LP | WASATCH ADVISORS INC | CROSS CREEK CAPITAL, GP, L.P. ("RELYING ADVISER") | CROSS CREEK CAPITAL PARTNERS II GP, LLC ("RELYING ADVISER") | CROSS CREEK CAPITAL PARTNERS
CRD#: 106081 / SEC#: 801-11095
RIA
Registered Investment Advisory firm - (10/23/1975 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
505 Wakara Way 3rd Floor, Salt Lake City, UT 84108
Mailing Address
Phone number
(801) 533-0777
Established
Firm type
Fiscal year end
# of Employees
96
SEC notice filing (51 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 244 |
| AUM (Assets Under Management) | $ 27,916,763,225 |
Red Flags
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Company Information
WASATCH ADVISORS LP
CRD#: 106081Salt Lake City, UT 84108TRUST BUT VERIFY
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