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Clifford James Robison

Clifford J. Robison

FAI ADVISORS
FARMINGTON HILLS, MI 48331
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CRD#: 2975566
Clifford James Robison

Professional summary


Clifford James Robison, CFP®, CPWA®, who also goes by Cliff Robinson, is a registered financial advisor currently at FAI ADVISORS, INC. located in Farmington Hills, Michigan.

Clifford is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Clifford has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Cliff 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.
1) REAL ESTATE RENTAL; LLC/MANAGER; PO BOX 2911 Farmington Hills, MI 48333; 10/2009; 10;2; RESPONSIBLE FOR MANAGING THE PROPERTY OWNED BY MY FATHER, JAMES L ROBISON. SUBMITTING ALL OFFICIAL DOCS, COLLECTING RENT AND ENSURING THAT THE BUSINESSES OF: BROOK PROPERTY MANAGEMENT LLC, BIG GAME LODGE LLC, PLY SQ 34 LLC, FAIRBROOK 103 LLC, FAIRBROOK 103 LLC, FAIRBROOK 108 LLC, FAIRBROOK 109 LLC AND FAIRBROOK 216 LLC ARE OPERATING WITH SOUND BUSINESS PRACTICES. 2) Life Insurance and Fixed Annuity Product Sales 3) Big Rapids Land Development Corp; investment related; 1162 Calf Trail Bitely MI 49309; Board Member; Board Member of Big Rapid Land Development; 06/16/2019; 2 hours/month (0 during market hours); review correspondences

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Clifford James Robison'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®
CFP®

Start date: 2005

CPWA®

Start date: 2016-11-02

Expire date: 2024-10-31

Experience


Current

October 5, 2015 - Present

FAI ADVISORS, INC.

Office #1: 27500 Drake Rd. Suite 110, Farmington Hills, MI 48331
RIA
CRD#: 122132
FARMINGTON HILLS, MI
Past

February 12, 2015 - July 13, 2022

ON INVESTMENT MANAGEMENT CO

RIA
CRD#: 105662
FARMINGTON HILL, MI
Past

February 6, 2015 - July 13, 2022

THE O.N. EQUITY SALES COMPANY

BD
CRD#: 2936
FARMINGTON HILLS, MI
Past

February 8, 2010 - February 9, 2015

OSAIC SERVICES, INC.

RIA
CRD#: 133763
CANTON, MI
Past

October 31, 2005 - February 9, 2015

OSAIC SERVICES, INC.

BD
CRD#: 133763
CANTON, MI
Past

August 15, 2002 - October 31, 2005

SUNAMERICA SECURITIES, INC.

BD
CRD#: 20068
PHOENIX, AZ
Past

November 2, 1999 - August 5, 2002

CHARTER ONE SECURITIES, INC.

BD
CRD#: 13373
CLEVELAND, OH
Past

January 6, 1998 - November 2, 1999

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY

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".
FA
FAI ADVISORS, INC.
FAI ADVISORS, INC. | FINANCIAL ARCHITECTS, INC.

CRD#: 122132 / SEC#: 801-127868

RIA
Registered Investment Advisory firm - (5/1/2023 Approved)
Florida
Registered Investment Advisory firm - (5/4/2023 Terminated)
Illinois
Registered Investment Advisory firm - (5/4/2023 Terminated)
Michigan
Registered Investment Advisory firm - (5/4/2023 Terminated)
North Carolina
Registered Investment Advisory firm - (5/26/2023 Terminated)
Texas
Registered Investment Advisory firm - (5/4/2023 Terminated)

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
Michigan
(10/5/2015)

Exams


State Security Law Exam
IAR
Series 65
Date: 12/27/1997
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 31
Date: 12/27/1997
Futures Managed Funds Examination
General Industry/Product Exam

Current Firm


FA
FAI ADVISORS, INC.
FAI ADVISORS, INC. | FINANCIAL ARCHITECTS, INC.

CRD#: 122132 / SEC#: 801-127868

RIA
Registered Investment Advisory firm - (5/1/2023 Approved)
Florida
Registered Investment Advisory firm - (5/4/2023 Terminated)
Illinois
Registered Investment Advisory firm - (5/4/2023 Terminated)
Michigan
Registered Investment Advisory firm - (5/4/2023 Terminated)
North Carolina
Registered Investment Advisory firm - (5/26/2023 Terminated)
Texas
Registered Investment Advisory firm - (5/4/2023 Terminated)
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Contact information


Main Address
27500 Drake Rd. Suite 110, Farmington Hills, MI 48331
Mailing Address
Phone number
(248) 482-3600
Established
Firm type
Fiscal year end
# of Employees
12

SEC notice filing (5 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2 (7/15/2025)

Regulatory assets under management


Total Number of Accounts901
AUM (Assets Under Management)$ 301,249,305

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


FAI ADVISORS, INC.

CRD#: 122132Farmington Hills, MI 48331

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