Mary S. Robbins
Professional summary
Mary Spalding Robbins, who also goes by Mary Spalding Holmes, Mary Spalding Robbins, is a registered financial advisor currently at FIVE MILE RIVER INVESTMENT MANAGEMENT, LLC located in Petaluma, California.
Mary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Mary has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Mary Spalding Robbins's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 7, 2025 - Present
FIVE MILE RIVER INVESTMENT MANAGEMENT, LLC
January 6, 2023 - August 20, 2025
FIFTH THIRD WEALTH ADVISORS LLC
September 13, 2016 - September 5, 2017
FRANKLIN STREET ADVISORS INC.
December 22, 2015 - September 2, 2016
J.P. MORGAN SECURITIES LLC
December 9, 2013 - July 8, 2015
FRANKLIN STREET ADVISORS INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/12/2026)
(1/5/2026)
(9/8/2025)
(10/22/2025)
(9/7/2025)
(1/6/2026)
(9/7/2025)
Exams
Current Firm
FIVE MILE RIVER INVESTMENT MANAGEMENT, LLC
CRD#: 125964 / SEC#: 801-63707
Contact information
Regulatory assets under management
| Total Number of Accounts | 96 |
| AUM (Assets Under Management) | $ 82,398,583 |
Red Flags
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