A complete list of active advisors currently associated with Let Bob Advisory, LLC

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Let Bob Advisory, LLC (doing business as Bob Robo Adviser) provides algorithm-driven robo-advisory portfolio management primarily through an online interface to credit unions for use by their individual members and to individual clients. The firm operates as a solo independent adviser but reports an unusually high number of client accounts for a one-advisor firm (about 249), reflecting many small or aggregated accounts administered via its credit‑union relationships. Investment allocations are generated by automated algorithms that use client-provided inputs (age, risk tolerance, income, and current assets) and may rebalance accounts without routine human intervention; advisory personnel oversee the algorithm but generally do not perform periodic human reviews of each account. The firm’s methodology includes charting and fundamental analysis and employs both long- and short-term trading, with typical exposures through equities and ETFs that carry market, liquidity, and other standard investment risks. Compared with most independent advisers, Bob Robo Adviser’s internet-first, business-to-business delivery to credit unions and its high client-to-advisor ratio are notable, as is its fee approach that is not based on a percentage of assets under management but on flat contractual arrangements with institutional clients. The firm also requires clients to use a specified broker‑dealer/custodian (Tradier), does not aggregate block trades for multiple clients, and does not take custody of client assets.

To learn more about the advisors currently working at Let Bob Advisory, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.