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Sandy-Ann D. Robs

Strategic Advisers LLC

Rochester, NY

East Rochester, NY

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

2780 Monroe Ave Suite 201, Rochester, NY 14618-4139 • United States

East Rochester, NY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James & Associates, Inc. Rochester NY 06/2018 12/2020
Reliant Federal Credit Union Sodus NY 03/2017 06/2018
Jpmorgan Chase Fairport NY 02/2015 10/2017
Ymca Penfield NY 01/2015 09/2017
Kohl's Webster NY 10/2017 03/2018
Braces Of Greece Rochester NY 10/2017 02/2018
Fidelity Investments Rochester NY 01/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2018 → 12/2020
    Raymond James & Associates, Inc.
    Rochester, NY
  • 03/2017 → 06/2018
    Reliant Federal Credit Union
    Sodus, NY
  • 02/2015 → 10/2017
    Jpmorgan Chase
    Fairport, NY
  • 01/2015 → 09/2017
    Ymca
    Penfield, NY
  • 10/2017 → 03/2018
    Kohl's
    Webster, NY
  • 10/2017 → 02/2018
    Braces Of Greece
    Rochester, NY
  • 01/2021 → Present
    Fidelity Investments
    Rochester, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-04-30 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Rochester, NY
Other Businesses

OBA-101603|OrgNmn:Essential Women, Inc.|Org Addr:Rochester,New York,US|OBA Nature:Providing spiritual education |Invst Rel:N|Title:President|Duties:Oversee the operation. |StrtDt:09-08-12|TotHrs/mon:8|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-04-23
  • S66 Uniform Combined State Law Examination
    2021-04-23
Other Names
  • Sandy-Ann D Joseph
  • Sandy-Ann D Robs
  • Sandy-Ann Dawn Robs

View on SEC IAPD

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THERESA CLARE KENYON
JAMES HAROLD HARMAN
GEORGIANN VALLEE COLLINS
NICHOLAS J TAGLIARINO
AMY P STRUTT
HEATHER LYNN LUCAS
CHAD ROBERT JACOB
JASON ANTHONY MILNER

Other Offices

MORGAN STANLEY · Rochester, NY
COMMONWEALTH FINANCIAL NETWORK · ROCHESTER, NY
NOVEM GROUP · ROCHESTER, NY
OSAIC WEALTH, INC. · ROCHESTER, NY
EDELMAN FINANCIAL ENGINES · ROCHESTER, NY
RISE ADVISORS, LLC · ROCHESTER, NY
UBS FINANCIAL SERVICES INC. · ROCHESTER, NY
MARINER · Rochester, NY

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