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DR

Douglas O. Robinson

DOUGLASBRADLEY LLC
BEL AIR, MD
Some features on this profile are disabled
CRD#: 2818353
DR

Professional summary

Douglas Owen Robinson, who also goes by Douglas Robinson, is a registered financial advisor currently at DOUGLASBRADLEY LLC located in Bel Air, Maryland.

Douglas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Douglas has worked at 2 firms and has passed the Series 66 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Douglas 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 Douglas Owen 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®
None

Experience

Current

July 7, 2005 - Present

DOUGLASBRADLEY LLC

RIA
CRD#: 119007
BEL AIR, MD
Past

July 6, 1998 - December 31, 2001

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
EL SEGUNDO, CA

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
Maryland
(7/7/2005)
IAR
Virginia
(8/17/2005)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/22/1998
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 7/3/1998
General Securities Representative Examination

Current Firm

DL
DOUGLASBRADLEY LLC
DOUGLASBRADLEY LLC | ROBINSON FINANCIAL ADVISORY LLC | ROBINSON FIANACIAL ADVISORY LLC

CRD#: 119007 / SEC#:

Maryland
Registered Investment Advisory firm - (4/9/2002 Approved)
Virginia
Registered Investment Advisory firm - (8/16/2005 Approved)
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Contact information

Main Address
Bel Air, MD
Mailing Address
Phone number
(443) 451-1884
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts75
AUM (Assets Under Management)$ 75,000,000

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

DOUGLASBRADLEY LLC

CRD#: 119007Bel Air, MD

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