Robert Starinsky has been an investment adviser representative at Level Wealth Management since August 2026, and is not listed among the firm’s executive officers or direct owners. Robert Starinsky studied at Wittenberg University.
Level Wealth Management LLC is a Greensboro, NC firm with $237M under management, 94 clients and 2 advisers across 2 offices, as of its January 2026 filing.
Robby Starinsky joined Level Wealth Management in 2026. He began his career at Vanguard as a brokerage professional before moving into retirement planning and becoming a financial advisor after earning his CFP certification. He has more than a decade of experience helping clients make decisions about their financial futures.
Robert Starinsky’s longest registration was 5 years at Vanguard Advisers, Inc. (2020–2026). Before joining Level Wealth Management in 2026, Robert Starinsky was registered through Vanguard Advisers, Inc.
- Level Wealth Management LLCCurrent– present · under a yearGreensboro, NC · Adviser representative · Firm CRD 301381
- Vanguard Advisers, Inc.– · 5 yearsCharlotte, NC · Adviser representative · Firm CRD 106715
Professional designations
Listed by Level Wealth Management
- CFP®
Investment adviser representative registrations
Robert Starinsky is registered as an investment adviser representative in North Carolina, since August 2026.
- North CarolinaSince 24 August 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 6 September 2017 |
| Series 7 | General Securities Representative Examination | 25 July 2017 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Robert Michael Starinsky
- CRD
- 6608163
- Firm
- Level Wealth Management · CRD 301381
- Office
- 701 GREEN VALLEY RD, SUITE 100, Greensboro, NC 27408
- Registration
- Investment adviser registration
- In the industry since
- July 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- levelwm.com
Where does Robert Starinsky work?
Robert Starinsky is an investment adviser representative registered through Level Wealth Management LLC since August 2026, and is not listed among the firm’s executive officers or direct owners.
Is Robert Starinsky a financial advisor?
Yes. Robert Starinsky has a current investment-adviser registration in North Carolina, through Level Wealth Management since August 2026.
How many years of experience does Robert Starinsky have?
Robert Starinsky has 9 years in the financial industry, since July 2017, across 2 adviser firms.
What exams has Robert Starinsky passed?
Robert Starinsky has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in July 2017. FINRA credited Robert Starinsky with the SIE, which began in October 2018.
Where did Robert Starinsky work before Level Wealth Management?
Before Level Wealth Management, Robert Starinsky was registered through Vanguard Advisers, Inc., November 2020 to August 2026.
Where is Robert Starinsky based?
Robert Starinsky’s registered office is in Greensboro, NC.
Is Robert Starinsky registered with FINRA?
No. Robert Starinsky has no current broker registration.
Is Robert Starinsky a CFP?
Level Wealth Management lists Robert Starinsky with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Robert Starinsky’s record?
Search CRD 6608163 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Starinsky’s full registration record.