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Russell L. Robinson

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CRD#: 2108346
RR

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Russell Louis Robinson, who also goes by Russell Robinson, was a registered financial professional .

Russell is a previously registered financial professional and started their career in finance in 2004. Russell had worked at 1 firm and has passed the Series 65 and Series 2 exams.

Question & Answer


Are you a "fiduciary"?
No

Aliases


Russell Robinson

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

July 30, 2019 - December 31, 2025

ROBINSON INVESTMENT GROUP INC

RIA
CRD#: 107454
FRANKLIN, TN
Past

February 4, 2004 - December 31, 2017

ROBINSON INVESTMENT GROUP INC

RIA
CRD#: 107454
BRENTWOOD, TN

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".
RI
ROBINSON INVESTMENT GROUP INC
ROBINSON INVESTMENT GROUP INC

CRD#: 107454 / SEC#: 801-51450

RIA
Registered Investment Advisory firm - (3/15/1996 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 3/20/1996
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 2
Date: 10/29/1990
Non-Member General Securities Examination

Current Firm


RI
ROBINSON INVESTMENT GROUP INC
ROBINSON INVESTMENT GROUP INC

CRD#: 107454 / SEC#: 801-51450

RIA
Registered Investment Advisory firm - (3/15/1996 Approved)
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Contact information


Main Address
Franklin, TN
Mailing Address
P.o. Box 58688, Nashville, TN 37205
Phone number
(615) 662-0967
Established
Firm type
Fiscal year end
# of Employees
1

SEC notice filing (1 States and Territories)


Documents


Latest Form ADV

Part 2 Brochures

NARRATIVE ADV 1312023 PDF (3/22/2024)

Regulatory assets under management


Total Number of Accounts58
AUM (Assets Under Management)$ 19,613,607

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


ROBINSON INVESTMENT GROUP INC

CRD#: 107454

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