Michael S. Robinson

ATLAS BROWN

Louisville, KY 40202-1259

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CRD#: 2476224

Professional summary

Michael Scott Robinson is a registered financial advisor currently at ATLAS BROWN located in Louisville, Kentucky.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Michael has worked at 5 firms and has passed the Series 65, Series 63, Series 7 and Series 24 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.

410 South First Corp., not investment related; 3924 Brookfield Avenue, Louisville, KY 40207; real estate; property management and treasurer; 12/2016; 2 hours; 0 hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Scott Robinson's CRS (Customer Relationship Summary).

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®

None

Experience

Current

May 19, 2014 - Present

ATLAS BROWN

Office #1: 333 East Main Street Suite 400, Louisville, KY 40202-1259

RIA

CRD#: 133408

Louisville, KY

Past

July 19, 2007 - March 19, 2014

CYPRESS ALTS

CRD#: 143167

LOUISVILLE, KY

Past

May 26, 2004 - July 6, 2006

J.J.B. HILLIARD, W.L. LYONS, LLC

RIA

CRD#: 453

LOUISVILLE, KY

Past

July 9, 1996 - July 6, 2006

J.J.B. HILLIARD, W.L. LYONS, LLC

CRD#: 453

LOUISVILLE, KY

Past

August 15, 1995 - May 23, 1996

SCOTTRADE, INC.

CRD#: 8206

ST. LOUIS, MO

Past

October 10, 1994 - January 30, 1995

AMERIPRISE ADVISOR SERVICES, INC.

CRD#: 5979

DETROIT, MI

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".

ATLAS BROWN

ATLAS BROWN | ATLAS BROWN, INC. | ATLAS BROWN INVESTMENT ADVISORS, INC. | ATLAS BROWN HOLDINGS, LLC

CRD#: 133408 / SEC#: 801-63702

RIA

Registered Investment Advisory firm - (12/8/2004 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.

Highlighted states indicate IAR registrations

IAR

Kentucky
(5/19/2014)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/2/2001

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/20/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/7/1994

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 2/27/2007

General Securities Principal Examination

Current Firm

ATLAS BROWN

ATLAS BROWN | ATLAS BROWN, INC. | ATLAS BROWN INVESTMENT ADVISORS, INC. | ATLAS BROWN HOLDINGS, LLC

CRD#: 133408 / SEC#: 801-63702

RIA

Registered Investment Advisory firm - (12/8/2004 Approved)

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Contact information

Main Address

333 East Main Street Suite 400, Louisville, KY 40202-1259

Mailing Address

Phone number

(502) 271-2900

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ATLAS BROWN, INC. FORM ADV PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts	1,110
AUM (Assets Under Management)	$ 567,526,432

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
03/25/2025	Cover Page	Report
03/06/2024	Cover Page	Report
05/04/2023	Cover Page	Report

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.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Michael S. Robinson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Scott Robinson's CRS (Customer Relationship Summary).

Certified licenses

Experience

CYPRESS ALTS

J.J.B. HILLIARD, W.L. LYONS, LLC

J.J.B. HILLIARD, W.L. LYONS, LLC

SCOTTRADE, INC.

AMERIPRISE ADVISOR SERVICES, INC.

Primary Firm SEC Registration

ATLAS BROWN

State Registrations and Notice Filings

Exams

Series 65

Date: 4/2/2001

Series 63

Date: 10/20/1994

Series 7

Date: 10/7/1994

Series 24

Date: 2/27/2007

Current Firm

ATLAS BROWN

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

ATLAS BROWN

TRUST BUT VERIFY

Contact information

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