Gregory L. Robinson
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.
Gregory Lyle Robinson, who also goes by Gregory Robinson, Greg Robinson, was a registered financial professional .
Gregory is a previously registered financial professional and started their career in finance in 1998. Gregory had worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 79 and Series 15 exams.
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
April 17, 2025 - May 29, 2026
EXECUTIVE WEALTH SERVICES LLC
July 21, 2021 - April 27, 2023
STILLPOINT CAPITAL, LLC
September 6, 2018 - September 30, 2019
STILLPOINT CAPITAL, LLC
January 27, 1998 - March 15, 1998
NEXT ADVISORS INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 15
Date: 10/9/1997
Foreign Currency Options ExaminationCurrent Firm
EXECUTIVE WEALTH SERVICES LLC
CRD#: 334950 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 4 |
| AUM (Assets Under Management) | $ 1,054,564 |
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.
