Cortez Robinson-Starks, financial advisor Novi MI
90 score

Cortez Robinson-Starks

CRD Number: 5487615
Current Firm: Strategic Advisers, Inc.

Cortez Robinson-Starks (CRD# 5487615) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Novi, MI and has over 4 years of experience in the finance industry.

Similar Advisors
Greg Brown, financial advisor Novi MI
Greg Brown
CRD# 6002011
Pathway Financial Planning
Score
105
Similar Advisors
Andrea Darden, financial advisor Novi MI
Andrea B. Darden
CRD# 4395802
Chisholm & Darden Investment Advisors, Inc.
Score
103
Similar Advisors
James Carnaghi, financial advisor Novi MI
James R. Carnaghi
CRD# 6431871
Spc
Score
99
Company Name Location Dates Years
Fidelity Brokerage Services LLC Novi, MI Jul 2014 - Current 2
J.p. Morgan Securities LLC Detroit, MI Oct 2012 - Jul 2014 1
Jpmorgan Chase Bank Detroit, MI Dec 2010 - Jul 2014 3
Chase Investment Services Corp. Detroit, MI Jan 2012 - Oct 2012 < 1
Hertz Corporation Dearborn, MI Jun 2009 - Dec 2010 1
Volswagen Credit (dako Group) Auburn Hills, MI Sep 2008 - May 2009 < 1
Employment Group Lansing, MI Aug 2007 - Dec 2008 1
Cbeyond Communications Farmington Hills, MI Apr 2008 - Aug 2008 < 1
Edward Jones St. Louis, MO Feb 2008 - Mar 2008 < 1
Psi Inc. Lansing, MI Aug 2007 - Dec 2007 < 1
Michigan Researchers Associates East Lansing, MI May 2007 - Aug 2007 < 1
Michigan State University East Lansing, MI Apr 2003 - May 2007 4
Statefarm Insurance Portage, MI May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2014
S63 Uniform Securities State Law Examination Mar 2012
Contact Info for Cortez D. Robinson-Starks
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • MI
  • TX
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Cortez Robinson-Starks and other advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.