PR
Peter E. Robinson
DEAN DORTON WEALTH MANAGEMENT
FORT WRIGHT, KY 41011
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CRD#: 7267981
PR
Professional summary
Peter E Robinson is a registered financial advisor currently at DEAN DORTON WEALTH MANAGEMENT, LLC located in Fort Wright, Kentucky.
Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Peter has worked at 4 firms and has passed the Series 66, Series 7TO and SIE 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) Freedom Baseball Club, LLC 7950 Freedom Way~Florence~KY~41042 6/4/2019~2hrs~2hrs~No committed responsibilities...I am in partnership with no work obligations. I am active, however & provide approximately 1 hour per week to managing partner 2) Robinson Family Philanthropic Fund c/o The Jewish Federation Cincinnati 8499 Ridge Road~Cincinnati~OH~45236 1/1/2010~4hrs~4hrs~I manage family chosen grants through a 3rd party registered 501-c3 administrator 3) Spring Valley Bank 1206 Springfield Pike~Wyoming~OH~45215~Board Position/Officer~Other~1/3/2008~1hrs~1hrs~Outside Director with no work responsibilities, no office, and no involvement in daily business activities...Voting on certain confidential matters including, but not limited to, real estate loans at a certain financial thresh hold... 9 Directors & chairman (emeritus) 4) FREEDOM BREWING COMPANY, LLC, LLC POSITION: Managing Partner NATURE: A start up brewery/tap room and entertainment facility in N. Kentucky INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 10/25/2022 ADDRESS: Freedom Brewing Company, LLC Freedom Way, Florence KY 40142, United States DESCRIPTION: Upon successful completion of the project due diligence, I will be managing partner of the company 5) VL Private Wealth - Inv Related - Fort Wright KY - investment advisory and financial planning - Advisor - 09/2023. 160 hours/month 130 hours during securities trading hours.
CRS (Client Relationship Summary) - RIA
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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
January 9, 2025 - Present
DEAN DORTON WEALTH MANAGEMENT, LLC
Office #1: 810 Wright's Summit Parkway Suite 300, Fort Wright, KY 41011RIA
CRD#: 297616
FORT WRIGHT, KY
Past
September 7, 2023 - January 15, 2025
STRATOS WEALTH PARTNERS, LTD
RIA
CRD#: 153184
Fort Wright, KY
Past
January 25, 2021 - July 7, 2023
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Cincinnati, OH
Past
October 19, 2020 - July 7, 2023
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
Cincinnati, OH
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
Indiana(1/9/2025)
IAR
Kentucky(1/9/2025)
IAR
North Carolina(1/14/2025)
IAR
Ohio(1/9/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 10/19/2020
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
DD
DEAN DORTON WEALTH MANAGEMENT, LLC
DEAN DORTON PRIVATE WEALTH | DEAN DORTON WEALTH MANAGEMENT, LLC
CRD#: 297616 / SEC#:
Indiana
Registered Investment Advisory firm - (10/1/2024 Approved)Kentucky
Registered Investment Advisory firm - (8/23/2018 Approved)North Carolina
Registered Investment Advisory firm - (8/29/2024 Approved)Ohio
Registered Investment Advisory firm - (8/28/2024 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
250 W. Main Street Suite 1400, Lexington, KY 40507
Mailing Address
Phone number
(859) 425-7780
Established
Firm type
Fiscal year end
# of Employees
7
Regulatory assets under management
| Total Number of Accounts | 82 |
| AUM (Assets Under Management) | $ 42,618,891 |
Red Flags
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Company Information
DEAN DORTON WEALTH MANAGEMENT, LLC
CRD#: 297616Fort Wright, KY 41011TRUST BUT VERIFY
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