Peter B. Robinson
FIRST FINANCIAL ADVISORY SERVICES
Westerly, RI 02891
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CRD#: 6153017
Professional summary
Peter Brian Robinson, CFP® is a registered financial advisor currently at FIRST FINANCIAL ADVISORY SERVICES INC located in Westerly, Rhode Island and CETERA ADVISORS LLC located in Westerly, Rhode Island.
Peter is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Peter has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
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.
1.) PINE BOX ART; ARTIST/OWNER; START DATE 08/2023; 4 HOURS PER MONTH. 2.) MUSICIAN; OTHER; START DATE 08/01/2016; 8 HOURS PER MONTH. 3.) GERALDINE B. CUNNINGHAM AND DAVID J. CUNNINGHAM IRREVOCABLE TRUST; TRUSTEE; FIDUCIARY POSITION; START DATE 9/14/2017; 0 HOURS PER MONTH. 4) NAME OF OTHER BUSINESS: MYSTIC CHAMBER MUSIC SERIES; INVESTMENT RELATED: NO; ADDRESS: 10 NEW LONDON ROAD, MYSTIC, CT 06355; NATURE OF BUSINESS: BOARD; START DATE: 11/2025; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: PROMOTE AND SUPPORT CONCERTS;
CRS (Client Relationship Summary) - RIA
Click below to view Peter Brian 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®
CFP®
Start date: 2020
Experience
Current
March 26, 2014 - Present
FIRST FINANCIAL ADVISORY SERVICES INC
Office #1: 85 Beach Street, Westerly, RI 02891RIA
CRD#: 105031
Westerly, RI
Current
September 8, 2022 - Present
CETERA ADVISORS LLC
Office #1: 85 Beach Street, Westerly, RI 02891BD
CRD#: 10299
Westerly, RI
Past
March 8, 2013 - September 8, 2022
FIRST ALLIED SECURITIES, INC.
BD
CRD#: 32444
WESTERLY, RI
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".
FF
FIRST FINANCIAL ADVISORY SERVICES INC
FIRST FINANCIAL ADVISORY SERVICES INC
CRD#: 105031 / SEC#: 801-20623
RIA
Registered Investment Advisory firm - (1/24/1984 Approved)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
California(1/10/2024)
RR
Colorado(9/8/2022)
IAR
Connecticut(3/26/2014)
RR
Connecticut(9/8/2022)
RR
Florida(8/21/2024)
RR
Illinois(9/8/2022)
RR
Louisiana(9/8/2022)
RR
Maine(9/8/2022)
RR
Maryland(9/8/2022)
IAR
Massachusetts(1/30/2017)
RR
Massachusetts(9/8/2022)
RR
Michigan(9/8/2022)
RR
New Hampshire(9/8/2022)
RR
New Jersey(9/8/2022)
RR
New York(9/8/2022)
RR
North Carolina(9/8/2022)
RR
Pennsylvania(9/8/2022)
IAR
Rhode Island(3/26/2014)
RR
Rhode Island(9/8/2022)
IAR
Virginia(1/26/2015)
RR
Virginia(9/8/2022)
RR
Washington(9/8/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
FF
FIRST FINANCIAL ADVISORY SERVICES INC
FIRST FINANCIAL ADVISORY SERVICES INC
CRD#: 105031 / SEC#: 801-20623
RIA
Registered Investment Advisory firm - (1/24/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
85 Beach Street, Westerly, RI 02891
Mailing Address
Phone number
(401) 596-0193
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (16 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,085 |
| AUM (Assets Under Management) | $ 250,037,412 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
FIRST FINANCIAL ADVISORY SERVICES INC
CRD#: 105031Westerly, RI 02891TRUST BUT VERIFY
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