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RT

Robin L. Tugwell

MISSIONSQUARE WEALTH MANAGEMENT
Williamsburg, VA
Some features on this profile are disabled
CRD#: 4632057
RT

Professional summary

Robin Lynn Tugwell, CFP®, who also goes by Robin Lynn Harrell, Robin Tugwell, is a registered financial advisor currently at MISSIONSQUARE WEALTH MANAGEMENT located in Williamsburg, Virginia.

Robin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Robin has worked at 5 firms and has passed the Series 63, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Robin Lynn Harrell | Robin Tugwell

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) - BD

Click below to view Robin Lynn Tugwell'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®

Certified Financial Planner

Start date: 2006

Experience

Current

March 3, 2026 - Present

MISSIONSQUARE WEALTH MANAGEMENT

BD
CRD#: 23189
Williamsburg, VA
Current

January 28, 2022 - Present

MISSIONSQUARE WEALTH MANAGEMENT

BD
CRD#: 23189
Havertown, PA
Past

July 13, 2018 - March 16, 2026

MISSIONSQUARE RETIREMENT

RIA
CRD#: 108783
Williamsburg, VA
Past

September 27, 2012 - August 16, 2013

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
WILLIAMSBURG, VA
Past

September 25, 2012 - August 16, 2013

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
WILLIAMSBURG, VA
Past

June 5, 2008 - September 11, 2012

TRUIST INVESTMENT SERVICES, INC.

RIA
CRD#: 17499
WILLIAMSBURG, VA
Past

June 5, 2008 - September 11, 2012

TRUIST INVESTMENT SERVICES, INC.

BD
CRD#: 17499
WILLIAMSBURG, VA
Past

September 22, 2006 - May 30, 2008

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA
CRD#: 6694
NEWPORT NEWS, VA
Past

August 18, 2006 - May 30, 2008

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
NEWPORT NEWS, VA

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
District of Columbia
(4/25/2022)
RR
Illinois
(2/27/2026)
RR
Iowa
(2/27/2026)
RR
Virginia
(4/25/2022)
IAR
Virginia
(3/3/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 4/22/2022
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/28/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 12/23/2020
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/17/2006
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

MW
MISSIONSQUARE WEALTH MANAGEMENT
ICMA - RC SERVICES, INC. | MISSIONSQUARE WEALTH MANAGEMENT | MISSIONSQUARE INVESTMENT SERVICES | ICMA-RC SERVICES, LLC

CRD#: 23189 / SEC#: , 8-40268

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
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Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
777 North Capitol Street, Ne Suite 600, Washington, DC 20002-4240
Mailing Address
777 North Capitol Street, Ne Suite 600, Washington, DC 20002-4240
Phone number
(202) 962-4600
Established
Delaware since 12/31/1998
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees
211

FINRA licenses (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Part 2 Brochures

Direct owners and executive officers

NamePositionCRD#
INTERNATIONAL CITY MANAGEMENT ASSOCIATION RETIREMENT CORPORATION D/B/A MISSIONSQUARE RETIREMENTMEMBER/OWNER
GANEY, PETER DAVIDSONMANAGER2282691
HOGENDORN, SHANNON DANIELCHIEF OPERATIONS OFFICER3221945
HOGENDORN, SHANNON DANIELPRESIDENT & PRINCIPAL MANAGER3221945
RICHARDS, CLIFF LAWRENCECHIEF COMPLIANCE OFFICER2974428
WHITTY, RICHARD PATRICKTREASURER/FINOP1988149
0

Disclosures

Regulatory Event3
Arbitration2

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

MISSIONSQUARE WEALTH MANAGEMENT

CRD#: 23189Williamsburg, VA

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