Henry L. Robison
Professional summary
Henry L Robison is a registered financial advisor currently at FINANCIAL SERVICES OF AMERICA ADVISORS located in Troy, Michigan.
Henry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Henry has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Henry L Robison's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 17, 2025 - Present
FINANCIAL SERVICES OF AMERICA ADVISORS
Office #1: 50 W Big Beaver Rd Suite 500, Troy, MI 48084June 28, 2023 - July 2, 2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
May 30, 2023 - July 2, 2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
FINANCIAL SERVICES OF AMERICA ADVISORS
CRD#: 286251 / SEC#: 801-120474
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/17/2025)
(7/17/2025)
Exams
Series 7TO
Date: 5/27/2023
General Securities Representative ExaminationCurrent Firm
FINANCIAL SERVICES OF AMERICA ADVISORS
CRD#: 286251 / SEC#: 801-120474
Contact information
SEC notice filing (10 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,687 |
| AUM (Assets Under Management) | $ 396,180,038 |
Red Flags
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