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Karen M Robinson

Fiduciary Consulting Group

Greenwood Village, CO

CRD 3135236

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Employer firm

Fiduciary Consulting Group CRD 149122

$14.7B regulatory AUM 333 advisory clients

Reported services (Item 5G)

  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars
  • INVESTMENT POLICY STATEMENT CREATION/REVIEW FOR 3(21)A AND 3(38) ERISA PLANS

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

Current Employers
Fiduciary Consulting Group

5299 Dtc Blvd., Suite 1000, Greenwood Village, CO 80111 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2024-06-25
TX RA APPROVED 2024-06-25
  • CO RA
    APPROVED
    Since 2024-06-25
  • TX RA
    APPROVED
    Since 2024-06-25

Branch Locations

5299 Dtc Blvd., Suite 1000, Greenwood Village, CO 80111 • 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
Cook Street Consulting, Inc. Greenwood Village CO 07/2002 01/2023
Morgan Stanley Institutional Investment Advisors Llc Greenwood Village CO 06/2024 Present
Cook Street Consulting, Inc. Greenwood Village CO 01/2023 07/2024
  • 07/2002 → 01/2023
    Cook Street Consulting, Inc.
    Greenwood Village, CO
  • 06/2024 → Present
    Morgan Stanley Institutional Investment Advisors Llc
    Greenwood Village, CO
  • 01/2023 → 07/2024
    Cook Street Consulting, Inc.
    Greenwood Village, CO
Previous Registrations
  • 2022-02-17 → 2024-07-16
    Cook Street Consulting, Inc.
    Greenwood Village, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-09-30
  • S65 Uniform Investment Adviser Law Examination
    1998-09-30
Designations
  • Chartered Financial Analyst
Other Names
  • Karen Elizabeth Mcintosh
  • Karen Mcintosh Robinson

View on SEC IAPD

Nearby Firms

DODDS WEALTH, LLC
MARSHALL INVESTMENT MANAGEMENT, LLC
AXS CAPITAL, LLC

Nearby Investors

BRENNAN PAUL PATE
JOHN MICHAEL DODDS
Natalie Ford

Nearby Offices

DODDS WEALTH, LLC · GREENWOOD VILLAGE, CO
MARSHALL INVESTMENT MANAGEMENT, LLC · GREENWOOD VILLAGE, CO
AXS CAPITAL, LLC · GREENWOOD VILLAGE, CO

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