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RIA / WealthAdvisordual registered (broker-dealer)20 years in industry

MCKAY ROBBINS

Advisor at STRATEGIC ADVISERS LLC

RENO, NV

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Search this name across graphsid dfx:ria:80150bfc-5f80-0994-5c49-6984a696732a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Aug 9, 2010 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: STRATEGIC ADVISERS LLC
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 1, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 2
Exams: S66|S63
First exam: Sep 1, 2006
First registration: Aug 9, 2010
Dual registered: yes, broker-dealer
Other names: MCKAY M. ROBBINS|MCKAY M ROBBINS
IAPD individual key: 5189265

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	n/a	yes	RENO, NV\|RENO, NV	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jan 23, 2024	Mar 31, 2025	no	RENO, NV	Previous registration
MORGAN STANLEY	Wirehouse	Jan 12, 2023	Aug 11, 2023	no	Sandy, UT	Previous registration
E*TRADE CAPITAL MANAGEMENT, LLC	Former SEC adviser	May 29, 2018	Aug 11, 2023	no	Sandy, UT\|ARLINGTON, VA	Previous registration
SCOTTRADE INVESTMENT MANAGEMENT	Former SEC adviser	Oct 5, 2016	Mar 8, 2018	no	SAINT LOUIS, MO	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Sep 15, 2011	Nov 10, 2014	no	DRAPER, UT	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Sep 15, 2011	Nov 10, 2014	no	DRAPER, UT	Previous registration
E*TRADE CAPITAL MANAGEMENT, LLC	Former SEC adviser	Aug 9, 2010	Sep 8, 2011	no	ARLINGTON, VA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
MORGAN STANLEY	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Aug 11, 2023	Jan 23, 2024	165	Firm change	Wirehouse to ibd
E*TRADE CAPITAL MANAGEMENT, LLC	MORGAN STANLEY	Aug 11, 2023	Jan 12, 2023	-211	Channel change	RIA to wirehouse
SCOTTRADE INVESTMENT MANAGEMENT	E*TRADE CAPITAL MANAGEMENT, LLC	Mar 8, 2018	May 29, 2018	82	Firm change	Ibd to RIA
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	TD AMERITRADE, INC.	Nov 10, 2014	Sep 15, 2011	-1,152	Channel change	Other
TD AMERITRADE, INC.	SCOTTRADE INVESTMENT MANAGEMENT	Nov 10, 2014	Oct 5, 2016	695	Firm change after gap	Other
E*TRADE CAPITAL MANAGEMENT, LLC	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Sep 8, 2011	Sep 15, 2011	7	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
149777:288590:UT:2023-08-11	Aug 11, 2023	Jan 23, 2024	SANDY, UT	Firm change
42159:149777:VA:2023-08-11	Aug 11, 2023	Jan 12, 2023	ARLINGTON, VA	Firm change after gap
169988:42159:MO:2018-03-07	Mar 8, 2018	May 29, 2018	SAINT LOUIS, MO	Firm change

Relationships

Registered with (7)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: current employment
Mar 31, 2025 to presentfactForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jan 23, 2024 to Mar 31, 2025factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jan 12, 2023 to Aug 11, 2023factForm ADV
→ E*TRADE CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
May 29, 2018 to Aug 11, 2023factForm ADV
→ SCOTTRADE INVESTMENT MANAGEMENTRegistered adviserregistration: previous registration
Oct 5, 2016 to Mar 8, 2018factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Sep 15, 2011 to Nov 10, 2014factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Sep 15, 2011 to Nov 10, 2014factForm ADV

Dated events

Occurred
Aug 11, 2023
Advisor changed firm
Mckay Robbins left Morgan Stanley for Fidelity Personal And Workplace Advisors (registered 2024-01-23)
Form ADVobserved 6 days ago