Angela M. Robinson
Professional summary
Angela M Robinson, who also goes by Angela M Helbia, Angela M Helbig, Angela Marie Rippy, is a registered financial advisor currently at HMS INVESTMENT ADVISORS located in Nashville, Tennessee.
Angela is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Angela has worked at 2 firms and has passed the Series 63, Series 31 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Angela M Robinson's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 7, 2009 - Present
HMS INVESTMENT ADVISORS
Office #1: 5130 Ashland City Hwy, Nashville, TN 37218March 19, 2007 - April 3, 2009
TRUIST INVESTMENT SERVICES, INC.
February 8, 2007 - April 3, 2009
TRUIST INVESTMENT SERVICES, INC.
Primary Firm SEC Registration
HMS INVESTMENT ADVISORS
CRD#: 149764 / SEC#: 801-78569
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/7/2009)
Exams
Current Firm
HMS INVESTMENT ADVISORS
CRD#: 149764 / SEC#: 801-78569
Contact information
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 376 |
| AUM (Assets Under Management) | $ 281,932,427 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/21/2025 | ||
| 07/24/2024 | ||
| 12/18/2023 | ||
| 10/26/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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