Robin Leigh Slater

Employer firm

D.a. Davidson & Co. CRD 199

$41.8B regulatory AUM 1,050 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 04/2020 → 09/2023
  First Citizen Bank
  Richmond, VA
• 04/2020 → 09/2023
  First Citizens Investor Services
  Raleigh, NC
• 05/2015 → 02/2020
  Bb&T
  Atlanta, GA
• 03/2020 → 03/2020
  Unemployed
  Buffalo, NY
• 09/2023 → 04/2024
  Mma Securities Llc
  Richmond, VA
• 09/2023 → 04/2024
  Marsh Mclennan Agency
  Richmond, VA
• 04/2024 → 06/2024
  Unemployed
  Richmond, VA
• 06/2024 → Present
  D.A. Davidson & Co.
  Richmond, VA

Previous Registrations

• 2023-10-24 → 2024-04-17
  Mma Securities Llc
  Richmond, VA
  Boston, MA
• 2023-08-14 → 2023-09-11
  First Citizens Investor Services, Inc.
  Richmond, VA

Other Businesses

1. YMCA of Greater Richmond; 2 W Franklin Street, Richmond VA; Committee Chair for DEI Symposium Planning; Start Date: June 2023; Approx. # of hours per month - 2; Approx. # of hours during trading hours - 0; Not Investment Related; Duties including helping to plan the annual DEI symposium for the organization. 2. Humankind; Non-Investment Related; Lynchburg, VA; Non-Profit; the mission is to strengthen individuals, families and communities through care, counseling and education; Co-Chair of the Finance Committee / Board of Directors; Start Date 1/1/26; Devote 2 hr/mo during securities trading hours; I will sit on the Board.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-08-14
• S63 Uniform Securities Agent State Law Examination
  2020-07-31

Other Names

• Robin Leigh Grenier