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David Carl Robbins

Courier Capital, LLC

Rochester, NY

CRD 4323813

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Employer firm

Courier Capital, LLC CRD 282485

$3.59B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Courier Capital, Llc

1114 Delaware Avenue, Buffalo, NY 14209-1604 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2023-06-13
  • NY RA
    APPROVED
    Since 2023-06-13

Branch Locations

100 Chestnut St. 15Th Floor, Rochester, NY 14607 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Courier Capital, Llc Rochester NY 05/2023 Present
Hnp Capital, Llc Rochester NY 11/2011 05/2023
  • 05/2023 → Present
    Courier Capital, Llc
    Rochester, NY
  • 11/2011 → 05/2023
    Hnp Capital, Llc
    Rochester, NY
Previous Registrations
  • 2021-08-21 → 2023-05-09
    Hnp Capital Llc
    Rochester, NY
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2001-08-17
  • S63 Uniform Securities Agent State Law Examination
    2001-08-17
Other Names
  • David Carl Robbins
  • David C Robbins

View on SEC IAPD

Nearby Firms

MORGAN STANLEY
COMMONWEALTH FINANCIAL NETWORK
NOVEM GROUP

Nearby Investors

THERESA CLARE KENYON
JAMES HAROLD HARMAN
GEORGIANN VALLEE COLLINS

Nearby Offices

MORGAN STANLEY · Rochester, NY
COMMONWEALTH FINANCIAL NETWORK · ROCHESTER, NY
NOVEM GROUP · ROCHESTER, NY

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