# ROBIN M WALDMAN

ROBIN M WALDMAN is an investment adviser representative (IAR) with state registration records since 2004, appearing at 5 firms. Currently registered with STRATEGIC ADVISERS LLC.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 2025-03-31 | present | Yes |
| [FIDELITY PERSONAL AND WORKPLACE ADVISORS](https://search.stillhousedata.com/firm/288590) | 2018-07-13 | 2025-03-31 | — |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 2012-06-27 | 2018-07-13 | — |
| [CITIZENS SECURITIES, INC.](https://search.stillhousedata.com/firm/39550) | 2012-03-12 | 2012-06-19 | — |
| [UBS FINANCIAL SERVICES INC.](https://search.stillhousedata.com/firm/8174) | 2009-01-16 | 2012-02-24 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2004-12-13 | 2009-01-20 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4861653)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4861653.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.