BR
Brian E. Robbins
ROBBINS WEALTH MANAGEMENT
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CRD#: 5762568
BR
Professional summary
Brian Eric Robbins is a registered financial advisor currently at ROBBINS WEALTH MANAGEMENT, LLC .
Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Brian has worked at 2 firms and has passed the Series 65 exam.
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 Brian Eric Robbins'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
July 6, 2010 - Present
ROBBINS WEALTH MANAGEMENT, LLC
RIA
CRD#: 153137
Past
December 24, 2010 - May 15, 2013
GALLACHER CAPITAL MANAGEMENT, LLC
RIA
CRD#: 113189
LONE TREE, CO
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
Colorado(7/6/2010)
Current Firm
RW
ROBBINS WEALTH MANAGEMENT, LLC
ROBBINS WEALTH MANAGEMENT, LLC
CRD#: 153137 / SEC#:
Colorado
Registered Investment Advisory firm - (7/6/2010 Approved)Loading...
Contact information
Main Address
Highlands Ranch, CO
Mailing Address
Phone number
(719) 339-1872
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 23 |
| AUM (Assets Under Management) | $ 6,156,115 |
Red Flags
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