Nicole Marie Robinson

Employer firm

Truist Advisory Services, Inc. CRD 283390

$77.4B regulatory AUM 509 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2015 → 05/2017
  E*Trade Securities Llc
  Alpharetta, GA
• 05/2017 → 09/2020
  Morgan Stanley
  Atlanta, GA
• 01/2022 → Present
  Truist Investment Services, Inc.
  Alpharetta, GA
• 01/2022 → Present
  Truist Advisory Services, Inc.
  Alpharetta, GA
• 09/2020 → 01/2022
  Unemployed
  Dacula, GA

Previous Registrations

• 2019-12-09 → 2020-09-21
  Morgan Stanley
  Atlanta, GA

Other Businesses

COLE'D DESIGNS LLC POSITION: Founder & CEO NATURE: Cole'd Designs LLC is a clothing brand. A small business that creates and sells hand sewn clothing garments. Clients may request a garment made for a special occasion or events. A variety of garments are premadeand sold online as well. INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 12/05/2020 ADDRESS: , Dacula GA , United States DESCRIPTION: I am responsible for all operations and marketing for the business. Including but not limited to, maintaining the website and social media platforms. Scheduling and attending networking events and pop up shop events. SHEA'D LLC POSITION: Founder & CEO NATURE: Shea'd LLC is a small business for skin care that offers homemade, all natural body butters, body scrubs, soap, lip balms and hand sanitizers. INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 09/28/2018 ADDRESS: , Dacula GA , United States DESCRIPTION: I run the day to day operations for the business. Including but not limited to maintain the website, marketing,and social media platforms. Scheduling and attending various events (popup shop events) and networking events.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-12-02
• S63 Uniform Securities Agent State Law Examination
  2015-05-11