Carl David Robinson

Current Employers

Employment History

• 08/2016 → 01/2020
  M&T Securities
  Boston, MA
• 01/2020 → 12/2023
  Wells Fargo Clearing Services
  Boston, MA
• 01/2020 → 12/2023
  Wells Fargo Bank
  Boston, MA
• 12/2023 → Present
  First Citizens Investor Services
  Raleigh, NC
• 12/2023 → Present
  First Citizens Bank
  Boston, MA
• 12/2023 → Present
  Svb Wealth
  Boston, MA
• 12/2023 → Present
  First Citizens Asset Management
  Raleigh, NC

Previous Registrations

• 2024-02-07 → 2025-12-31
  First Citizens Asset Management, Inc
  Boston, MA
• 2020-02-27 → 2024-01-09
  Wells Fargo Clearing Services, Llc
  Tarpon Springs, FL
  Boston, MA
  Boston, MA
• 2016-09-02 → 2020-02-03
  M&T Securities, Inc.
  New York, NY
  Boston, MA
  Wilmington, DE
• 2014-12-11 → 2016-06-29
  Independent Portfolio Consultants, Inc.
  Boca Raton, FL
• 2013-08-05 → 2014-01-22
  Ross, Sinclaire & Associates, Llc
  Boston, MA
• 2011-06-15 → 2012-02-01
  Curian Capital, Llc
  Denver, CO
• 2008-09-03 → 2011-05-05
  Envestnet Portfolio Solutions, Inc.
  Berwyn, PA

Other Businesses

1) FCAM, 53 State St. 28th Floor Boston, MA 02109; FCAM is an affiliated IA Firm; Duties are meeting with existing and prospective clients to discuss our full range of investment capabilities; began 1/4/24; 100 hours/month; no compensation. 2) SVBW, 53 State St. 28th Floor Boston, MA 02109; SVBW is an affiliated IA Firm; Duties are meeting with existing and prospective clients to discuss our full range of investment capabilities; began 1/4/24; 100 hours/month; no compensation. 3) MASSACHUSETTS YOUTH LACROSSE POSITION: Officer/Director NATURE: Board Position (including at a Non-profit) INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2024 ADDRESS: 35 Concord Rd., Wayland MA 01778, United States DESCRIPTION: Massachusetts Youth Lacrosse (MYL) is the largest youth lacrosse organization in the country with 190 boys town programs and 220 girls town programs. They manage the league, provide player and coach training, and offer opportunities for playoffs and jamborees in the state of Massachusetts.

Exams

• S63 Uniform Securities Agent State Law Examination
  2009-08-20
• S65 Uniform Investment Adviser Law Examination
  2008-08-26

Other Names

• Carl David Robinson
• Carl Robinson