Cortez Robinson-StarksCRD 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.
Pathway Financial Planning
Chisholm & Darden Investment Advisors, Inc.
|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|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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
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