Gregory S. Robinson
Professional summary
Gregory Scott Robinson, who also goes by Gregory S Robbinson, Gregory S Robinson, is a registered financial advisor currently at BADGLEY PHELPS WEALTH MANAGERS located in Seattle, Washington.
Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Gregory has worked at 5 firms and has passed the Series 65, Series 63, Series 3, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Gregory Scott Robinson's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 4, 2025 - Present
BADGLEY PHELPS WEALTH MANAGERS
Office #1: 1420 Fifth Avenue Suite 3200, Seattle, WA 98101December 28, 1994 - November 4, 2025
MARSHALL & SULLIVAN, INC.
May 14, 1990 - October 26, 1994
A. G. EDWARDS & SONS, INC.
February 15, 1988 - May 29, 1990
LEHMAN BROTHERS INC.
November 25, 1986 - February 15, 1988
E. F. HUTTON & COMPANY INC
Primary Firm SEC Registration
BADGLEY PHELPS WEALTH MANAGERS
CRD#: 315440 / SEC#: 801-121830
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/4/2025)
(11/4/2025)
Exams
Current Firm
BADGLEY PHELPS WEALTH MANAGERS
CRD#: 315440 / SEC#: 801-121830
Contact information
SEC notice filing (26 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,875 |
| AUM (Assets Under Management) | $ 5,902,779,678 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/27/2025 | ||
| 12/11/2024 | ||
| 01/08/2024 | ||
| 10/24/2022 |
Red Flags
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