Robin Cook

Advisor at Fidelity — Tilton, NH

Updated today

Credentials

Series 63, Series 66

Experience

4 years

Location

Tilton, NH

Fidelity logo

Fidelity

Institution

Total advisors

17,021

Across 1,875 offices

Clients per advisor

140 Very High

Avg AUM per client

$234,793 Very Low

HNW client ratio

31% High

About

Robin Cook is a Planning Consultant at Fidelity Investments, where they provide comprehensive financial planning services, including retirement planning, investment strategies, and income planning. They have been with Fidelity Investments since 2022, holding positions such as Investment Consultant, Central Relationship Manager, High Net Worth Service Associate, and Client Relationship Advocate.

Robin holds insurance licenses in Arkansas and California. Outside of work, Robin enjoys fitness, hiking, spending time at the lake, music, outdoor adventures, and running.

Client services

Based on Fidelity

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops Provider of model portfolios

Expertise

General retirement planning Retirement income strategy Income planning Wealth management

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Location

See office

Tilton, NH

Tilton NH

Advisors at this office

2

Most active in

Massachusetts · New Hampshire · Texas

Work history

4 years of industry experience

Fidelity Investments

2025 - Present • 1 year

Boston, MA

FIDELITY INVESTMENTs

2022 - Present • 4 years

Merrimack, NH

Uber Technologies, Inc.

2021 - 2022 • 1 year

Los Angeles, CA

Starbucks

2021 - 2021 • 1 year

Sioux Falls, SD

First Premier Bankcard

2021 - 2021 • 1 year

Sioux Falls, SD

Unemployed

2021 - 2021 • 1 year

Los Angeles, CA

Vanessa Mooney

2019 - 2020 • 1 year

Los Angeles, CA

Crossroads

2018 - 2018 • 1 year

West Hollywood, CA

NBC Universal

2018 - 2018 • 1 year

Universal City, CA

Self-employed

2017 - 2021 • 4 years

Los Angeles, CA

Young & Vicious

2016 - 2018 • 2 years

Los Angeles, CA

Robin Taylor Music

2007 - 2022 • 15 years

Los Angeles, CA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Brandon A

Series 63, Series 65

Tilton, NH

The Ivy League Advisory Group, LLC

Brandon Archibald is a financial advisor at The Ivy League Advisory Group, LLC with 13 years of industry experience. He has held Series 63 and Series 65 licenses and has been with his current firm since 2014. Outside of his advisory role, he maintains an active insurance practice. The Ivy League Advisory Group provides investment advice and planning primarily to individuals, high-net-worth clients, and retirement plans, offering non-discretionary asset management, financial planning, and limited-scope ERISA 3(21) plan services. The firm also arranges relationships with third-party money managers and hosts public educational seminars.

Retirement income strategy Social Security optimization General tax planning Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Christopher D

Series 65

Gilford, NH

C2C Wealth Management, LLC

Christopher Della Valle is the sole advisor at C2C Wealth Management, LLC in Gilford, NH. He holds a Series 65 designation and has over seven years of experience in advisory roles, including nine years with DV Consulting Group LLC and a year at Dunkin' Donuts LLC. C2C Wealth Management provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm constructs portfolios using ETFs, individual stocks and bonds, and independent managers when appropriate, emphasizing fundamental analysis and a long-term investment orientation.

Wealth management Passive / index investing College savings (529s, UTMA, etc.)
user avatar

Markus C

Series 65

Tilton, NH

The Ivy League Advisory Group, LLC

Markus Cole is a financial advisor with The Ivy League Advisory Group, LLC, holding a Series 65 credential. He has been affiliated with the firm since 2019 and has prior experience as a sole proprietor. The Ivy League Advisory Group provides investment advice and planning primarily to individuals, high-net-worth clients, and retirement plans through non-discretionary asset management, financial planning, and limited-scope ERISA 3(21) plan services. The firm also offers access to 529 college-savings options, arranges relationships with third-party money managers, and holds public educational seminars and workshops.

Retirement income strategy Social Security optimization General tax planning Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Peter L

Series 65

Tilton, NH

The Ivy League Advisory Group, LLC

Peter Laufenberg is a financial advisor at The Ivy League Advisory Group, LLC with nine years of industry experience. He holds a Series 65 credential and has been with the firm since 2016. In addition to his advisory role, he maintains an active insurance practice. The Ivy League Advisory Group provides investment advice and planning primarily to individuals, high-net-worth clients, and retirement plans, offering non-discretionary asset management, ongoing financial planning, and limited-scope ERISA 3(21) plan services. The firm also arranges relationships with third-party money managers and offers public educational seminars and workshops.

Retirement income strategy Social Security optimization General tax planning Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Luis T

Series 65

Franklin, NH

Independence Financial Advisors, LLC

Luis Trigueros is a financial advisor at Independence Financial Advisors, LLC with a Series 65 designation and two years of industry experience. Prior to joining Independence Financial Advisors, he worked at Lockwood Hills Federal, LLC and has held positions in healthcare and mental health organizations. Independence Financial Advisors primarily serves individual clients, including high-net-worth households, offering separately managed account portfolio management and financial planning services. The firm manages assets on both discretionary and non-discretionary bases using defined model allocations and an internal approved list of securities.

Wealth management General retirement planning
user avatar

Greg R

Series 63, Series 65

Gilford, NH

Hampshire Family Office

Greg Reidy is a financial advisor at Hampshire Family Office with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Four Points Capital Partners and Fieldpoint Private Securities, LLC. Reidy serves as CEO and registered investment advisor representative at Hampshire Family Office. Hampshire Family Office provides discretionary and non-discretionary investment management, financial planning, and consulting primarily to high-net-worth individuals, families, trusts, qualified purchasers, and institutional clients. The firm employs a variety of analytical methods and strategies, including tactical asset allocation and direct indexing, and manages approximately $884 million with a focus on concentrated, family-office style client relationships.

Options & derivatives strategies Private / alternative investments
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