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MR

Michael W. Robinson

RIDGEVIEW ASSET MANAGEMENT PARTNERS
Stamford, CT 06902
Some features on this profile are disabled
CRD#: 6731468
MR

Professional summary

Michael William Robinson, who also goes by Michael W Robinson, Michael Robinson, is a registered financial advisor currently at RIDGEVIEW ASSET MANAGEMENT PARTNERS, LLC located in Stamford, Connecticut.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Michael has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Michael W Robinson | Michael 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.
Director of a small private company

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael William 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®
None

Experience

Current

June 12, 2019 - Present

RIDGEVIEW ASSET MANAGEMENT PARTNERS, LLC

Office #1: 60 Long Ridge Road Suite 306, Stamford, CT 06902
RIA
CRD#: 283786
Stamford, CT

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".
RA
RIDGEVIEW ASSET MANAGEMENT PARTNERS, LLC
RIDGEVIEW ASSET MANAGEMENT | RIDGEVIEW ASSET MANAGEMENT, LLC | RIDGEVIEW ASSET MANAGEMENT PARTNERS, LLC

CRD#: 283786 / SEC#: 801-110015

RIA
Registered Investment Advisory firm - (2/24/2017 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.

Highlighted states indicate IAR registrations

IAR
Connecticut
(6/12/2019)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/12/2019
Uniform Investment Adviser Law Examination

Current Firm

RA
RIDGEVIEW ASSET MANAGEMENT PARTNERS, LLC
RIDGEVIEW ASSET MANAGEMENT | RIDGEVIEW ASSET MANAGEMENT, LLC | RIDGEVIEW ASSET MANAGEMENT PARTNERS, LLC

CRD#: 283786 / SEC#: 801-110015

RIA
Registered Investment Advisory firm - (2/24/2017 Approved)
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Contact information

Main Address
60 Long Ridge Road Suite 306, Stamford, CT 06902
Mailing Address
Phone number
(203) 595-5535
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (2 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A AND B (3/29/2025)

Regulatory assets under management

Total Number of Accounts113
AUM (Assets Under Management)$ 321,479,242

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.

Company Information

RIDGEVIEW ASSET MANAGEMENT PARTNERS, LLC

CRD#: 283786Stamford, CT 06902

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