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ROBOSTRATEGY ADVISORS

SAN JUAN, PR · CRD 337701 · IAPD ↗ · 9298123667

$146.5MRegulatory AUM
5Advisory reps
8Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

45
July 2026 — FP STRATEGIES is now doing business as ROBOSTRATEGY ADVISORS.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
57
April 2026 — FP STRATEGIES grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
60
April 2026 — FP STRATEGIES reported RAUM up 159% ($56.5M -> $146.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
December 2025 — FP STRATEGIES (SAN JUAN, PR) is newly SEC-registered with $56.5M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.