Robin Yacovetta is a CFP-designated registered investment advisor, based in Mableton, GA, with 14 years of industry experience.
Location
Mableton, GA
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Robin is an employee and investment advisor of Manning & Napier Advisors, LLC, an affiliated registered advisor.
Employment History
Current Registrations
Manning & Napier Investor Services, INC.
October 2021 - Present · 4 yrs 7 mos
Manning & Napier Investor Services, INC.Broker
October 2021 - Present · 4 yrs 7 mos
Manning & Napier Advisors, LLC
September 2021 - Present · 4 yrs 8 mos
Previous Registrations
Creative Planning
January 2021 - August 2021 · 7 mos
Truewealth Management
January 2019 - October 2020 · 1 yr 9 mos
Mccoll Partners, LLCBroker
January 2007 - February 2008 · 1 yr 1 mo
Tiaa-Cref Individual & Institutional Services, LLCBroker
March 2005 - September 2005 · 6 mos
Teachers Personal Investors Services, INC.Broker
May 2002 - November 2006 · 4 yrs 6 mos
Tiaa-Cref Individual & Institutional Services, INC.Broker
April 1998 - June 2000 · 2 yrs 2 mos
State Registrations22 states
ALAZCACODCFLGAILKYLAMEMSNCNJNYOHORSCTNTXVAWA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.