Robert M. Robinson

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CRD#: 2924852

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.

Robert Mitchell Robinson was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 1997. Robert had worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

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.

1) 11/2023 - Non-Variable Insurance - Non-Variable Insurance - Crump and IDAKC- Inv. Related - Kansas City, MO - Agent Selling Insurance- Start Date 11/02/2023 - 0hrs/month - 1% time spent 2) 111/14/2023 - PCG Wealth Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - 160 Hours Per Month/ 8 Hours During Securities Trading - I provide investment advisory services through PCG Wealth Advisors LLC, an independent investment advisor firm. I started this business activity in 11/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3) 11/14/2023 - PCG Wealth Advisors, LLC - DBA: PCG Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - 160 Hours Per Month/ 8 Hours During Securities Trading - I provide investment advisory services through PCG Wealth Advisors LLC, an independent investment advisor firm. I started this business activity in 11/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

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

November 8, 2023 - September 2, 2025

PCG WEALTH MANAGEMENT

RIA

CRD#: 290977

OVERLAND PARK, KS

Past

November 8, 2023 - August 28, 2025

LPL FINANCIAL LLC

CRD#: 6413

KANSAS CITY, MO

Past

June 4, 2010 - November 8, 2023

SYMPHONIC FINANCIAL ADVISORS LLC

RIA

CRD#: 135603

KANSAS CITY, MO

Past

June 4, 2010 - November 8, 2023

SYMPHONIC SECURITIES LLC

CRD#: 139512

KANSAS CITY, MO

Past

September 12, 1997 - June 8, 2010

WADDELL & REED

RIA

CRD#: 866

OVERLAND PARK, KS

Past

July 30, 1997 - June 8, 2010

WADDELL & REED

CRD#: 866

OVERLAND PARK, KS

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".

PCG WEALTH MANAGEMENT

CRD#: 290977 / SEC#: 801-112183

RIA

Registered Investment Advisory firm - (12/15/2017 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.

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: 12/8/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/1/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/5/1999

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/29/1997

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 1/27/2000

General Securities Principal Examination

Current Firm

PCG WEALTH MANAGEMENT

CRD#: 290977 / SEC#: 801-112183

RIA

Registered Investment Advisory firm - (12/15/2017 Approved)

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Contact information

Main Address

5700 W. 112th Street, Suite 120, Overland Park, KS 66211

Mailing Address

Phone number

(913) 323-3112

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (22 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PCG WEALTH ADVISORS - DISCLOSURE BROCHURE (9/25/2025)

Regulatory assets under management

Total Number of Accounts	1,795
AUM (Assets Under Management)	$ 765,458,126

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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Firm Stability Insights

Robert M. Robinson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

LPL FINANCIAL LLC

SYMPHONIC FINANCIAL ADVISORS LLC

SYMPHONIC SECURITIES LLC

WADDELL & REED

WADDELL & REED

Primary Firm SEC Registration

PCG WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 12/8/1999

Series 63

Date: 8/1/1997

SIE

Date: 10/1/2018

Series 7

Date: 10/5/1999

Series 6

Date: 7/29/1997

Series 24

Date: 1/27/2000

Current Firm

PCG WEALTH MANAGEMENT

Contact information

SEC notice filing (22 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PCG WEALTH MANAGEMENT

TRUST BUT VERIFY

Contact information

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