Best Investors Account Sign in
Inactive

Karen M Robinson

Fiduciary Consulting Group

Greenwood Village, CO

Claim This Profile
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
Other Names
  • Karen Elizabeth Mcintosh
  • Karen Mcintosh Robinson

View on SEC IAPD

Other Firms

DODDS WEALTH, LLC
MARSHALL INVESTMENT MANAGEMENT, LLC
AXS CAPITAL, LLC
MORGAN STANLEY
RBC CAPITAL MARKETS, LLC
LPL FINANCIAL LLC
WESTERN WEALTH MANAGEMENT LLC
CONCURRENT INVESTMENT ADVISORS, LLC

Other Investors

BRENNAN PAUL PATE
JOHN MICHAEL DODDS
Natalie Ford
DEANNA LEE MEYER
BRENT Allan LEE
Dean Edward Norsworthy
ANDREW T DODDS
DENNIS EDWARD MARSHALL

Other Offices

DODDS WEALTH, LLC · GREENWOOD VILLAGE, CO
MARSHALL INVESTMENT MANAGEMENT, LLC · GREENWOOD VILLAGE, CO
AXS CAPITAL, LLC · GREENWOOD VILLAGE, CO
MORGAN STANLEY · Greenwood Village, CO
RBC CAPITAL MARKETS, LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
WESTERN WEALTH MANAGEMENT LLC · Greenwood Village, CO

More in Greenwood Village, CO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor