Robin Sun has been an investment adviser representative at Ellis Investment Partners since September 2012, and is not listed among the firm’s executive officers or direct owners.
Ellis Investment Partners, LLC is a Berwyn, PA firm with $987M under management, 820 clients and 18 advisers across 2 offices, as of its March 2026 filing.
- – present · 14 yearsWestminster, CA · Adviser representative · Firm CRD 157669
Investment adviser representative registrations
Robin Sun is registered as an investment adviser representative in California, since September 2012.
- CaliforniaSince 24 September 2012
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 21 September 2012 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 6101223
- Firm
- Ellis Investment Partners · CRD 157669
- Office
- Westminster, CA
- Registration
- Investment adviser registration
- In the industry since
- September 2012
- Disciplinary history
- Not yet shown here · SEC record
Where does Robin Sun work?
Robin Sun is an investment adviser representative registered through Ellis Investment Partners, LLC since September 2012, and is not listed among the firm’s executive officers or direct owners.
Is Robin Sun a financial advisor?
Yes. Robin Sun has a current investment-adviser registration in California, through Ellis Investment Partners since September 2012.
How many years of experience does Robin Sun have?
Robin Sun has 14 years in the financial industry, since September 2012, across 1 adviser firm.
What exams has Robin Sun passed?
Robin Sun passed the Series 65 in September 2012.
Where is Robin Sun based?
Robin Sun’s registered office is in Westminster, CA.
Is Robin Sun registered with FINRA?
No. Robin Sun has no current broker registration.
How can I verify Robin Sun’s record?
Search CRD 6101223 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robin Sun’s full registration record.
