Robin M Waldman

CRD 4861653 · Fidelity Brokerage Services LLC · Farmington, MI

IA RegisteredBroker

Also appears in the source record as: Robin Marie Gudger; Robin M Sessel Ms.; Robin Marie Sessel; Robin Marie Waldman

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (6): Series 65Series 66Series 9Series 10SIESeries 7
Registered states (31): Alabama · Arizona · Arkansas · California · Colorado · Delaware · Florida · Georgia · Hawaii · Illinois · Indiana · Kansas · Kentucky · Maryland · Massachusetts · Michigan · Minnesota · New Jersey · New Mexico · New York · North Carolina · Ohio · Oregon · Pennsylvania · Rhode Island · South Carolina · Texas · Virginia · Washington · Wisconsin · Wyoming
Years in the industry (source record): 22
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Fidelity Brokerage Services LLC
Firm CRD: 7784
SEC number: Not yet retrieved from the source record
Assets under management: Not yet retrieved from the source record
Website: Not yet retrieved from the source record
Phone: Not yet retrieved from the source record
Firm location: Not yet retrieved from the source record

Employment history (11)

From the source registration record · current first

Strategic Advisers LLCCurrent
Farmington Hills, MI · IA capacity

Mar 31, 2025 → present
Fidelity Brokerage Services LLCCurrent
Farmington Hills, MI · BD capacity

Jun 18, 2012 → present
Fidelity Brokerage Services LLCCurrent
Farmington, MI · BC capacity

start not retrieved → present
Fidelity Personal And Workplace Advisors
IA capacity

Jul 13, 2018 → Mar 31, 2025
Strategic Advisers LLC
IA capacity

Jun 27, 2012 → Jul 13, 2018
Cco Investment Services Corp.
IA capacity

Mar 12, 2012 → Jun 19, 2012
Cco Investment Services Corp.
BD capacity

Feb 28, 2012 → Jun 19, 2012
Ubs Financial Services Inc.
BD capacity

Jan 16, 2009 → Feb 24, 2012
Ubs Financial Services Inc.
IA capacity

Jan 16, 2009 → Feb 24, 2012
Merrill Lynch, Pierce, Fenner & Smith Incorporated
IA capacity

Dec 13, 2004 → Jan 20, 2009
Merrill Lynch, Pierce, Fenner & Smith Incorporated
BD capacity

Nov 18, 2004 → Jan 20, 2009

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 4861653 ↗ FINRA BrokerCheck record for CRD 4861653 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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