Lake Robinson

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2018 → 09/2019
  Bkd Wealth Advisors
  Kansas City, MO
• 06/2013 → 05/2018
  University Of Missouri - Columbia
  Columbia, MO
• 06/2018 → 08/2018
  Unemployed
  Unemployed, MO
• 07/2020 → 11/2020
  Pruco Securities Llc
  St Louis, MO
• 12/2019 → 05/2020
  H&R Block
  Kansas City, MO
• 03/2021 → 12/2021
  Equitable Advisors, Llc
  New York, NY
• 09/2020 → 10/2020
  Kat Outdoors
  Blue Springs, MO
• 12/2020 → 02/2021
  Unemployed
  Kansas City, MO
• 02/2022 → 08/2022
  Ameriprise Financial Services, Llc
  Upland, CA
• 10/2022 → Present
  Fidelity Investments
  Pomona, CA
• 11/2016 → 05/2017
  Tiger Express Car Wash
  Columbia, MO
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2025-02-06 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Pomona, CA
• 2022-03-11 → 2022-08-02
  Ameriprise Financial Services, Llc
  Ontario, CA
• 2021-05-21 → 2021-12-22
  Equitable Advisors, Llc
  Overland Park, KS

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-02-04
• S66 Uniform Combined State Law Examination
  2020-05-18

Other Names

• Lake Anthony Robinson
• Lake Robinson