GR
Gerard T. Robinson
CAPITAL ANALYSTS
Braintree, MA 02184
Some features on this profile are disabled
CRD#: 1830261
GR
Professional summary
Gerard Thomas Robinson, AIF®, CFP®, ChFC® is a registered financial advisor currently at CAPITAL ANALYSTS located in Braintree, Massachusetts and LINCOLN INVESTMENT located in Braintree, Massachusetts.
Gerard is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. Gerard has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
BELFAST COWBOYS POSITION: LEAD SINGER IN THE BELFAST COWBOYS BAND NATURE: IRISH ENTERTAINMENT BAND INVESTMENT RELATED: NO NUMBER OF HOURS: 10 INVESTMENT RELATED HOURS: 0 START DATE: 01/01/1990 ADDRESS: 969 GROVE STREET, FRAMINGHAM MA 01701 DESCRIPTION: SINGER IN THE BAND; COORDINATE EVENTS PROJECT CHILDREN POSITION: COORDINATOR OF THE TOURNAMENT NATURE: GOLF TOURNAMENT TO BENEFIT PROJECT CHILDREN CHARITY INVESTMENT RELATED: NO NUMBER OF HOURS: 1 INVESTMENT RELATED HOURS: 0 START DATE: 09/01/2003 ADDRESS: 969 GROVE STREET, FRAMINGHAM MA 01701 DESCRIPTION: COORDINATE THE IRISH OPEN GOLF TOURNAMENT (DATE, PARTICIPANTS, DONATIONS, TEE TIMES) .PLAY IN THE BAND THE BELFAST COWBOYS- ALL PROCEEDS GO TO PROJECT CHILDREN. INSURANCE SALES POSITION: fixed life/health/annuity insurance sales and service through Capital Analysts of New England NATURE: insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/01/1986 ADDRESS: 35 Braintree Hill Office Park, Suite 400, Braintree MA 02184 DESCRIPTION: sale and service of fixed life/health/annuity insurance JUVENILE DIABETES RESEARCH FUND (JDRF) POSITION: COORDINATOR OF THE TOURNAMENT NATURE: GOLF TOURNAMENT TO BENEFIT JDRF TYPE 1 DIABETES RESEARCH CHARITY INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/02/2023 ADDRESS: 969 Grove St, Framingham MA 01701, United States DESCRIPTION: COORDINATE THE IRISH OPEN GOLF TOURNAMENT (DATE, PARTICIPANTS, DONATIONS, TEE TIMES) .PLAY IN THE BAND THE BELFAST COWBOYS- ALL PROCEEDS GO TO JDRF CHARITY. CAPITAL ADVISORY GROUP LLC POSITION: owner NATURE: tax and accounting purposes INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/02/2017 ADDRESS: 969 Grove St, Framingham MA 01701, United States DESCRIPTION: used for tax and accounting purposes
CRS (Client Relationship Summary) - RIA
Click below to view Gerard Thomas Robinson's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1994
Experience
Current
June 12, 2012 - Present
CAPITAL ANALYSTS
Office #1: 35 Braintree Hill Office Park Suite 102, Braintree, MA 02184RIA
CRD#: 162200
Braintree, MA
Current
June 1, 2012 - Present
LINCOLN INVESTMENT
Office #1: 35 Braintree Hill Office Park Suite 400 & 405, Braintree, MA 02184RIA
BD
CRD#: 519
Braintree, MA
Past
May 1, 1997 - July 8, 1998
SIGNATOR INVESTORS, INC.
BD
CRD#: 468
BOSTON, MA
Past
October 15, 1992 - May 1, 1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
BD
CRD#: 5181
BOSTON, MA
Past
September 29, 1988 - June 1, 2012
CINCINNATI ANALYSTS, INC.
BD
CRD#: 5478
QUINCY, MA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CA
CAPITAL ANALYSTS
CAI ACQUISITION, INC | THE LINCOLN INVESTMENT COMPANIES | CAPITAL ANALYSTS, LLC | CAPITAL ANALYSTS, INC | CAPITAL ANALYSTS
CRD#: 162200 / SEC#: 801-74614
RIA
Registered Investment Advisory firm - (4/17/2012 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(6/1/2012)
RR
Colorado(1/2/2020)
RR
Connecticut(6/1/2012)
RR
Florida(10/16/2012)
RR
Georgia(6/8/2021)
RR
Hawaii(4/1/2015)
RR
Maine(6/5/2013)
RR
Massachusetts(6/1/2012)
IAR
Massachusetts(6/12/2012)
RR
Montana(7/20/2017)
RR
New Hampshire(6/1/2012)
RR
New Jersey(6/1/2012)
RR
New York(11/8/2023)
RR
Ohio(12/20/2023)
RR
South Carolina(1/2/2025)
RR
Virginia(5/21/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CA
CAPITAL ANALYSTS
CAI ACQUISITION, INC | THE LINCOLN INVESTMENT COMPANIES | CAPITAL ANALYSTS, LLC | CAPITAL ANALYSTS, INC | CAPITAL ANALYSTS
CRD#: 162200 / SEC#: 801-74614
RIA
Registered Investment Advisory firm - (4/17/2012 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232
Mailing Address
Phone number
(800) 242-1421
Established
Firm type
Fiscal year end
# of Employees
739
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 26,578 |
| AUM (Assets Under Management) | $ 8,713,202,466 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/28/2024 | ||
| 09/27/2023 | ||
| 03/29/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CAPITAL ANALYSTS
CRD#: 162200Braintree, MA 02184TRUST BUT VERIFY
Monitor Gerard Robinson
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
