Michelle C. Robinson

THE PINES WEALTH MANAGEMENT

Southern Pines, NC 28387

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CRD#: 6434226

Professional summary

Michelle Crandall Robinson, CFP®, who also goes by Michelle Elizabeth Crandall, Shelly Elizabeth Crandall, Shelly Crandall Robinson, is a registered financial advisor currently at THE PINES WEALTH MANAGEMENT, LLC located in Southern Pines, North Carolina and PURSHE KAPLAN STERLING INVESTMENTS located in Southern Pines, North Carolina.

Michelle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Michelle has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michelle Elizabeth Crandall | Shelly Elizabeth Crandall | Shelly Crandall Robinson

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) The Pines Wealth Mgmt, LLC. Investment Related. 104 Bradford Village Ct, Southern Pines, NC 28387. RIA. IAR. 03/2024. Hrs/month 160 all during trading hours. Advise clients on assets.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michelle Crandall Robinson'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: 2022

Experience

Current

March 28, 2024 - Present

THE PINES WEALTH MANAGEMENT, LLC

Office #1: 104 Bradford Village Court, Southern Pines, NC 28387

RIA

CRD#: 326353

Southern Pines, NC

Current

March 28, 2024 - Present

PURSHE KAPLAN STERLING INVESTMENTS

Office #1: 104 Bradford Village Court, Southern Pines, NC 28387

CRD#: 35747

Southern Pines, NC

Past

March 29, 2016 - April 1, 2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

PINEHURST, NC

Past

October 12, 2015 - April 1, 2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

PINEHURST, NC

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".

THE PINES WEALTH MANAGEMENT, LLC

PINEHURST WEALTH MANAGEMENT, LLC | THE PINES WEALTH MANAGEMENT, LLC

CRD#: 326353 / SEC#: 801-129712

RIA

Registered Investment Advisory firm - (3/26/2024 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.

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

California
(3/28/2024)

District of Columbia
(3/28/2024)

Georgia
(3/28/2024)

Maryland
(3/28/2024)

Michigan
(3/28/2024)

Minnesota
(3/28/2024)

New Jersey
(3/28/2024)

New York
(3/28/2024)

North Carolina
(3/28/2024)

IAR

North Carolina
(3/28/2024)

Ohio
(3/28/2024)

Pennsylvania
(6/5/2025)

South Carolina
(3/28/2024)

Tennessee
(3/28/2024)

Texas
(3/28/2024)

IAR

Texas
(7/26/2024)

Virginia
(3/28/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/28/2016

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/12/2015

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

THE PINES WEALTH MANAGEMENT, LLC

PINEHURST WEALTH MANAGEMENT, LLC | THE PINES WEALTH MANAGEMENT, LLC

CRD#: 326353 / SEC#: 801-129712

RIA

Registered Investment Advisory firm - (3/26/2024 Approved)

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Contact information

Main Address

104 Bradford Village Court, Southern Pines, NC 28387

Mailing Address

Phone number

(910) 475-8312

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TPWM DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (8/14/2025)

Regulatory assets under management

Total Number of Accounts	925
AUM (Assets Under Management)	$ 419,546,459

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.

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Firm Stability Insights

Michelle C. Robinson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michelle Crandall Robinson's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

THE PINES WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/28/2016

SIE

Date: 10/1/2018

Series 7

Date: 10/12/2015

FINRA

Current Firm

THE PINES WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

THE PINES WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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