Robert Robinson has been an investment adviser representative at Cosmos Wealth since July 2026, and is not listed among the firm’s executive officers or direct owners. Robert Robinson studied University of California at Los Angeles.
Cosmos Wealth, LLC is a La Jolla, CA firm with $191M under management, 60 clients and 2 advisers in one office, as of its September 2026 filing.
Bob Robinson is Managing director and advisor of Cosmos Wealth, based in La Jolla, CA. Robinson guides wealth management and planning for individuals, families, and business owners. His work spans tax strategy and multi-generational planning, drawing on experience across investing, real estate, lending, and business.
Robert Robinson’s longest registration was 5 years at SVB Wealth (2017–2023). Before joining Cosmos Wealth in 2026, Robert Robinson was registered through Tru Independence Asset Management 2, LLC and Checchi Capital Advisers, LLC.
- Cosmos Wealth, LLCCurrent– present · under a yearEl Segundo, CA · Adviser representative · Firm CRD 341781
- Tru Independence Asset Management 2, LLC– · under a yearManhattan Beach, CA · Adviser representative · Firm CRD 309098
- Checchi Capital Advisers, LLC– · 2 yearsBeverly Hills, CA · Adviser representative · Firm CRD 143478
- SVB Wealth– · 5 yearsBeverly Hills, CA · Adviser representative · Firm CRD 172832
- Oppenheimer & Co. Inc.– · 2 yearsLos Angeles, CA · Adviser representative · Firm CRD 249
Investment adviser representative registrations
Robert Robinson is registered as an investment adviser representative in California, since July 2026.
- CaliforniaSince 30 July 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 23 January 2015 |
| Series 7 | General Securities Representative Examination | 12 November 2014 |
| Series 30 | NFA Branch Manager Examination | 28 January 2009 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- NFA Branch Manager Examination
- Full name
- Robert B Robinson
- CRD
- 6386867
- Firm
- Cosmos Wealth · CRD 341781
- Office
- 2100 East Grand Avenue, Suite 100, Suite 200, El Segundo, CA 90245
- Registration
- Investment adviser registration
- In the industry since
- February 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cosmoswealth.com
Where does Robert Robinson work?
Robert Robinson is an investment adviser representative registered through Cosmos Wealth, LLC since July 2026, and is not listed among the firm’s executive officers or direct owners.
Is Robert Robinson a financial advisor?
Yes. Robert Robinson has a current investment-adviser registration in California, through Cosmos Wealth since July 2026.
How many years of experience does Robert Robinson have?
Robert Robinson has 11 years in the financial industry, since February 2015, across 5 adviser firms.
What exams has Robert Robinson passed?
Robert Robinson has passed 3 licensing exams: the Series 30, Series 7 and Series 66. The earliest, the Series 30, was passed in January 2009. FINRA credited Robert Robinson with the SIE, which began in October 2018.
Where did Robert Robinson work before Cosmos Wealth?
Before Cosmos Wealth, Robert Robinson was registered through Checchi Capital Advisers, LLC, January 2023 to December 2025; SVB Wealth, October 2017 to January 2023; Oppenheimer & Co. Inc., January 2015 to October 2017.
Where is Robert Robinson based?
Robert Robinson’s registered office is in El Segundo, CA.
Is Robert Robinson registered with FINRA?
No. Robert Robinson has no current broker registration.
How can I verify Robert Robinson’s record?
Search CRD 6386867 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Robinson’s full registration record.
- Matthew SwendimanChief Compliance Officer
Jeremy KeatingManaging Member
Daniel MauserManaging Member