Amy A. Robinson

ROBINSON VALUE MANAGEMENT, LTD.

San Antonio, TX 78209-8356

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CRD#: 2672456

Professional summary

Amy Abbey Robinson MRS, CIMA®, who also goes by Abbey Robinson, Amy Abbey Robinson, is a registered financial advisor currently at ROBINSON VALUE MANAGEMENT, LTD. located in San Antonio, Texas.

Amy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Amy has worked at 2 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Abbey Robinson | Amy Abbey 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) - RIA

Click below to view Amy Abbey Robinson MRS'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®

CIMA^®

Certified Investment Management Analyst

Experience

Current

September 13, 2004 - Present

ROBINSON VALUE MANAGEMENT, LTD.

Office #1: 120 East Basse Road, #102, San Antonio, TX 78209-8356

RIA

CRD#: 110156

San Antonio, TX

Past

January 26, 1996 - October 1, 2004

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

SAN ANTONIO, TX

Past

December 19, 1995 - October 1, 2004

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

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".

ROBINSON VALUE MANAGEMENT, LTD.

ROBINSON & WILKES, LTD. | ROBINSON WILKES, L.L.C. | ROBINSON VALUE MANAGEMENT, LTD.

CRD#: 110156 / SEC#: 801-80568

RIA

Registered Investment Advisory firm - (11/20/2014 Approved)

Texas

Registered Investment Advisory firm - (12/5/2014 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Texas
(9/13/2004)

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: 1/24/1996

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/30/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 12/18/1995

General Securities Representative Examination

Current Firm

ROBINSON VALUE MANAGEMENT, LTD.

ROBINSON & WILKES, LTD. | ROBINSON WILKES, L.L.C. | ROBINSON VALUE MANAGEMENT, LTD.

CRD#: 110156 / SEC#: 801-80568

RIA

Registered Investment Advisory firm - (11/20/2014 Approved)

Texas

Registered Investment Advisory firm - (12/5/2014 Terminated)

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Contact information

Main Address

120 East Basse Road, #102, San Antonio, TX 78209-8356

Mailing Address

Phone number

(210) 490-2545

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

RVM ADV PART 2 DATED 10/27/2025 (10/27/2025)

Regulatory assets under management

Total Number of Accounts	119
AUM (Assets Under Management)	$ 170,326,550

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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Amy A. Robinson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Amy Abbey Robinson MRS's CRS (Customer Relationship Summary).

Certified licenses

Experience

ROBINSON VALUE MANAGEMENT, LTD.

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

ROBINSON VALUE MANAGEMENT, LTD.

State Registrations and Notice Filings

Exams

Series 65

Date: 1/24/1996

Series 63

Date: 12/30/1995

Series 7

Date: 12/18/1995

Current Firm

ROBINSON VALUE MANAGEMENT, LTD.

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ROBINSON VALUE MANAGEMENT, LTD.

TRUST BUT VERIFY

Contact information

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