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Robert William Robinson

Confidant Financial Solutions, LLC

Johns Creek, GA

CRD 3120754

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Employer firm

Confidant Financial Solutions, LLC CRD 281048

$42.0M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Confidant Financial Solutions, Llc

Johns Creek, GA • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2015-09-09
  • GA RA
    APPROVED
    Since 2015-09-09

Branch Locations

Johns Creek, GA • 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
Confidant Financial Solutions, Llc Johns Creek GA 08/2015 Present
Previous Registrations
  • 2009-06-01 → 2015-09-15
    Morgan Stanley
    Atlanta, GA
    Alpharetta, GA
    Alpharetta, GA
  • 2005-05-03 → 2009-06-01
    Citigroup Global Markets Inc.
    Atlanta, GA
    Atlanta, GA
  • 2003-02-18 → 2005-05-02
    Morgan Stanley Dw Inc.
    Alpharetta, GA
Other Businesses

RANCHO RELAXO LLC; REAL ESTATE RENTAL PROPERTY; PURCHASE A HOME, COLLECT RENTS, PAY BILLS, AND HIRE A CPA TO FILE TAX RETURNS; 11/2012

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1998-10-27
S65 Uniform Investment Adviser Law Examination 1998-10-27
  • S63 Uniform Securities Agent State Law Examination
    1998-10-27
  • S65 Uniform Investment Adviser Law Examination
    1998-10-27
Designations
  • Certified Financial Planner

View on SEC IAPD

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