Adviser and broker representative · Kestra Advisory Services, LLC
Rosemarie R. Robinson
CRD 2777058 · Encino, CA
At a glance
Rosemarie R. Robinson is an investment adviser representative with Kestra Advisory Services, LLC in Encino, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Rosemarie’s SEC record dates to 2019, about 7 years ago. Rosemarie is also registered as a broker representative.
Current advisory firm
- Kestra Advisory Services, LLCSince May 2019Encino, CA · $80B in regulatory assets
SEC adviser record
- Registered since
- 2019 (7 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Rosemarie’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.