HR
Harvey O. Robinson
ROBINSON CAPITAL GROUP
Dayton, MD
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CRD#: 4217503
HR
Professional summary
Harvey O Robinson is a registered financial advisor currently at ROBINSON CAPITAL GROUP located in Dayton, Maryland.
Harvey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Harvey has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Harvey O 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®
NoneExperience
Current
March 30, 2022 - Present
ROBINSON CAPITAL GROUP
RIA
CRD#: 126194
Dayton, MD
Past
June 5, 2003 - December 31, 2004
ROBINSON CAPITAL GROUP
RIA
CRD#: 126194
BROOKEVILLE, MD
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(3/30/2022)
Exams
Current Firm
RC
ROBINSON CAPITAL GROUP
ROBINSON CAPITAL GROUP
CRD#: 126194 / SEC#:
District of Columbia
Registered Investment Advisory firm - (12/31/2004 Terminated)Maryland
Registered Investment Advisory firm - (8/5/2004 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Dayton, MD
Mailing Address
Phone number
(301) 591-0903
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 1 |
| AUM (Assets Under Management) | $ 741,539 |
Red Flags
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